Steve Kaseta, CFA

Co-Founder, Chief Investment Officer, Lead Portfolio Manager and Chief Market Strategist at HRS Management LLC
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US
Skills

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute

Experience

  • HRS Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Co-Founder, Chief Investment Officer, Lead Portfolio Manager and Chief Market Strategist
      • Aug 2010 - Present

      • Co-Founder, Chief Investment Officer, Lead Portfolio Manager and Chief Market Strategist with responsibility for investment management, credit research, and trading for HRS Management LLC, a large, complex single-family office with multiple investment platforms across both public and private markets • Direct daily portfolio management responsibility for internal leveraged credit portfolios encompassing HY bonds, leveraged loans, CLO’s, convertibles, local-currency denominated Emerging Market debt, and credit derivatives • Responsible for due diligence, analysis, investment recommendation, and oversight for all external public and private credit and equity investments, managers, and funds including 27 external investment relationships Show less

  • Loomis Sayles & Co.
    • Boston, Massachusetts, United States
    • Vice-President, Senior Fixed-Income Portfolio Manager
      • Jun 1994 - Aug 2009

  • Commonwealth of Massachusetts
    • United States
    • Government Administration
    • 700 & Above Employee
    • Deputy State Treasurer and Chief Investment Officer, MA State Teachers & Employees Pension Fund
      • Jan 1991 - Sep 1993

  • UBS Securities Inc.
    • New York, New York, United States
    • Trader of Fixed-Income Securities
      • Jul 1985 - Dec 1990

  • UBS Phillips & Drew Int'l Ltd. - Tokyo, Japan
    • Tokyo, Japan
    • Deputy Manager, Fixed-Income Trading
      • Jan 1986 - Jan 1988

  • Smith Barney, Harris Upham & Co.
    • New York, New York, United States
    • Trader of Fixed-Income Securities
      • Jun 1983 - Jun 1985

  • Manufacturer's Hanover Trust Co.
    • New York, New York, United States
    • Credit Analyst - Commercial Lending Division
      • Aug 1982 - May 1983

Education

  • Harvard University
    AB
  • University of Pennsylvania - The Wharton School
    MBA

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