Profil
Stephen Joseph Cucchiaro is the founder of 3EDGE Asset Management LP, serving as Chief Executive Officer & Chief Investment Officer since 2022, with the company founded in 2015.
Former positions include General Manager at Lotus Development Corp., Chief Investment Officer at Windhaven Investment Management, Inc. from 2010 to 2014, President at iCAD, Inc., Principal at Coopers & Lybrand LLP, Principal at Booz Allen Hamilton, Inc., and President & Chief Investment Officer at Windward Investment Management from 1990 to 2010.
Education includes an MBA from the University of Pennsylvania, conferred in 1977, and an undergraduate degree from the Massachusetts Institute of Technology, conferred in 1974.
Postes actifs de Stephen Cucchiaro
| Sociétés | Poste | Début |
|---|---|---|
3EDGE Asset Management LP
3EDGE Asset Management LP Investment ManagersFinance 3EDGE is a global, multi-asset investment management firm that seeks to generate long-term, risk-adjusted returns over full market cycles by making investments in undervalued asset classes that are poised to begin a period of market outperformance due to identified catalysts. The firm focuses exclusively on top-down, portfolio allocation to create globally diversified portfolios. Their investment universe is broad and includes a wide variety of asset classes including equities, fixed income, real assets, commodities, gold and cash, as well as multiple currencies. They primarily utilize exchange traded funds (ETFs) to implement their strategy for clients. | Directeur Général | 01/12/2015 |
Anciens postes connus de Stephen Cucchiaro
| Sociétés | Poste | Fin |
|---|---|---|
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management broadly diversifies investment portfolios across asset classes and typically include exposure to U.S. and international stocks, fixed income securities, real estate, currencies and commodities. Assets held in Windhaven-managed client accounts are primarily in ETFs and may also invest in index funds, exchange-traded notes (ETNs), or mutual funds, and from time-to-time may include other securities. Clients typically choose from one of three strategies: Diversified Conservative, Diversified Growth, and Diversified Aggressive, or a combination of strategies, based on a client's objectives, risk tolerance, and other factors relevant to that client’s circumstances. | Directeur en chef des Investissements | 31/05/2014 |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Windward's investment process is quantitative and highly disciplined. Each month they update and run market models using the most recent economic, market and behavioral data, including price levels, inflation and global interest rates. The models produce risk-adjusted expected returns for the firm's complete set of asset classes shown in their investment universe. They then adjust portfolio weightings to arrive at a construction that provides the highest expected return given a client's desired level of risk. The firm regularly includes gold, real estate and oil in their portfolios. | President | 09/11/2010 |
| ICAD | President | - |
Lotus Development Corp.
Lotus Development Corp. Packaged SoftwareTechnology Services Provides software that helps business people collaborate across corporate networks | Corporate Officer/Principal | - |
Booz Allen Hamilton, Inc.
Booz Allen Hamilton, Inc. Packaged SoftwareTechnology Services Builds advanced technology to fast-track results for government—boosting efficiencies, saving money and safeguarding | Corporate Officer/Principal | - |
Formation de Stephen Cucchiaro
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Lotus Development Corp.
Lotus Development Corp. Packaged SoftwareTechnology Services Provides software that helps business people collaborate across corporate networks | Technology Services |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management broadly diversifies investment portfolios across asset classes and typically include exposure to U.S. and international stocks, fixed income securities, real estate, currencies and commodities. Assets held in Windhaven-managed client accounts are primarily in ETFs and may also invest in index funds, exchange-traded notes (ETNs), or mutual funds, and from time-to-time may include other securities. Clients typically choose from one of three strategies: Diversified Conservative, Diversified Growth, and Diversified Aggressive, or a combination of strategies, based on a client's objectives, risk tolerance, and other factors relevant to that client’s circumstances. | Finance |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
iCAD, Inc.
iCAD, Inc. Packaged SoftwareTechnology Services Operates as an AI platform for cancer detection | Technology Services |
Coopers & Lybrand LLP
Coopers & Lybrand LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Booz Allen Hamilton, Inc.
Booz Allen Hamilton, Inc. Packaged SoftwareTechnology Services Builds advanced technology to fast-track results for government—boosting efficiencies, saving money and safeguarding | Technology Services |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Windward's investment process is quantitative and highly disciplined. Each month they update and run market models using the most recent economic, market and behavioral data, including price levels, inflation and global interest rates. The models produce risk-adjusted expected returns for the firm's complete set of asset classes shown in their investment universe. They then adjust portfolio weightings to arrive at a construction that provides the highest expected return given a client's desired level of risk. The firm regularly includes gold, real estate and oil in their portfolios. | Finance |
Massachusetts Institute of Technology
Massachusetts Institute of Technology Finance/Rental/LeasingFinance Functions as a College/University | Finance |
3EDGE Asset Management LP
3EDGE Asset Management LP Investment ManagersFinance 3EDGE is a global, multi-asset investment management firm that seeks to generate long-term, risk-adjusted returns over full market cycles by making investments in undervalued asset classes that are poised to begin a period of market outperformance due to identified catalysts. The firm focuses exclusively on top-down, portfolio allocation to create globally diversified portfolios. Their investment universe is broad and includes a wide variety of asset classes including equities, fixed income, real assets, commodities, gold and cash, as well as multiple currencies. They primarily utilize exchange traded funds (ETFs) to implement their strategy for clients. | Finance |
















