Steven Golbeck

VP Investment Research at RobustWealth
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Contact Information
us****@****om
(386) 825-5501
Location
Albuquerque, New Mexico, United States, US
Languages
  • English Native or bilingual proficiency
  • French Elementary proficiency
Skills

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Bio

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Credentials

  • Advanced Risk and Portfolio Management Bootcamp
    ARPM - Advanced Risk and Portfolio Management
    Aug, 2014
    - Oct, 2024

Experience

  • RobustWealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • VP Investment Research
      • Sep 2018 - Present

      • Development of large-scale optimization models for custom benchmarked SRI/ESG and direct index portfolios with fractional share trading and tax efficient rebalancing. • Participation in product development such as front-end reporting and visualization.• Management of a high-performing research team in artificial intelligence and portfolio optimization applications.

  • JPMorgan Chase & Co.
    • United States
    • Financial Services
    • 700 & Above Employee
    • VP Quantitative Research
      • Jan 2018 - Sep 2018

    • Associate
      • Nov 2017 - Jan 2018

    • Associate
      • Jun 2016 - Nov 2017

  • University of Washington
    • United States
    • Higher Education
    • 700 & Above Employee
    • Acting Assistant Professor
      • Jun 2012 - Jun 2016

      Courses taught: Investment Science (AMATH 541), Options & Derivatives(CFRM 544), Monte Carlo Methods in Finance (CFRM 548), Introduction to Capital Markets & Data (AMATH 540),Fixed Income Securities (CFRM 558), Credit Risk (CFRM 547)

  • Northwestern University
    • United States
    • Higher Education
    • 700 & Above Employee
    • PhD Student
      • 2007 - Jun 2012

      Dissertation title: "Stochastic Models in Asset-Backed Financing"

Education

  • Northwestern University
    PhD, Industrial Engineering & Management Sciences
    2007 - 2012
  • Northwestern University
    Master's Degree, Industrial Engineering & Management Sciences
    2007 - 2008
  • The University of Alabama
    M.S, Finance
    -
  • University of California, San Diego
    C.Phil., Physics
    -
  • New York University
    B.A, Physics & Mathematics
    1997 - 2001

Community

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