Steven J. Lerit, CFA

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Steven J. Lerit, CFA

Mr. Lerit is Client Portfolio Manager for Washington Crossing Advisors. He collaborates with advisors to help design and explain portfolio solutions that meet specific needs of private client, high net worth, and institutional investors for equity, fixed income, and multi-asset portfolios.
Steve was formerly Head of Quantitative Risk for UBS Wealth Management, Asset Manager for US Trust/Bank of America, Investment Consultant for New York Life Investment Management LLC and Risk Analyst for JP Morgan Chase. He has extensive experience applying advanced statistical methods, data science and operations research to portfolio construction, risk management and investment performance evaluation.

Steve was a longstanding member of the Education Committee of GARP, which awards the Financial Risk Manager (FRM) designation.  He is an advisory board member, contributor and top reviewer for The Journal of Performance Measurement.  He has been a frequent speaker at industry conferences and is a former Director at CFA Society NY where he has taught courses for CFA exam preparation. He has served as a subject matter expert on stress testing for regulatory purposes and a manuscript reviewer for textbooks on data science and applied financial statistics. He holds series 7 and series 63 licenses.

November 2019

Nov
18
Mon

4th Annual Performance and Risk Forum

Overview The Global Investment Performance Standards (GIPS®) are a set of standardized, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report investment performance to prospective clients. Investment managers voluntarily choose to abide by the GIPS standards – compliance is not mandated by any law or regulation. [...]

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