Steven Carlson
Président chez ROADZEN, INC.
Fortune : 132 059 $ au 30/04/2024
Profil
Steven J.
Carlson is the founder of Provident Group Ltd.
(founded in 1999) and holds the title of Chairman & Chief Executive Officer.
He is also the founder of Pi Capital International LLC.
Mr. Carlson's current job(s) include being the Chairman of Marco Polo Securities, Inc., Chairman of Roadzen, Inc. (since 2023), Co-Chairman of Magellan Global, Inc. (since 2016), Director of South Street Securities LLC, and Independent Director of AtlasClear Holdings, Inc. (since 2024).
Mr. Carlson's former job(s) include being the Chief Executive Officer of StoneX Financial, Inc. (2013-2016), Managing Director of Lehman Brothers, Inc. (1986-1998), Independent Director of Quantum Fintech Acquisition Corp.
(2021-2024), and Senior Financial Analyst at the Federal National Mortgage Association (1985).
Mr. Carlson's education includes an undergraduate degree from the University of Maryland (1982) and a graduate degree from Harvard Kennedy School of Government.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 15/04/2024 | 128 213 ( 1,03% ) | 132 059 $ | 30/04/2024 |
Postes actifs de Steven Carlson
| Sociétés | Poste | Début |
|---|---|---|
| ROADZEN, INC. | Président | 20/09/2023 |
| ATLASCLEAR HOLDINGS, INC. | Directeur/Membre du Conseil | 01/02/2024 |
Provident Group Ltd.
 Provident Group Ltd. Investment Banks/BrokersFinance Provident Group is a boutique investment banking and advisory firm founded in 1998 by Wall Street veterans, dedicated to servicing the middle markets within the Americas and other select emerging markets through the structuring and private placement of client transactions. Provident Group has a highly articulated global network of relationships with institutional investors with which it places its transaction flow, consisting primarily of large macro and emerging market hedge funds, private equity funds, pension funds and insurance companies. Provident Group's most valuable asset is it professional team, drawn from top buy and sell side Wall Street firms including Lehman Brothers, Salomon Brothers, Bear Stearns, JP Morgan and Deutsche Bank Capital Partners. | Directeur Général | 01/01/1999 |
South Street Securities LLC
 South Street Securities LLC Investment Banks/BrokersFinance South Street Securities LLC provides repo cash investment and repo security financing services. Its services include trade execution and financing and manage a matched repo portfolio. The company was founded by James M. Tabacchi in 2001 and is headquartered in New York, NY. | Directeur/Membre du Conseil | - |
Pi Capital International LLC
 Pi Capital International LLC Investment ManagersFinance Pi Capital International LLC provides investment advice. The private company is based in New York, NY and has subsidiaries in South Korea. The company was founded by Steven J. Carlson. | Fondateur | 01/01/2016 |
Marco Polo Securities, Inc.
 Marco Polo Securities, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Marco Polo New World, Inc., Marco Polo Securities, Inc. operates as an agency broker in emerging markets. The company is based in New York, NY. Mathew J. McConnell has been the CEO of the company since 2020. | Président | - |
Anciens postes connus de Steven Carlson
| Sociétés | Poste | Fin |
|---|---|---|
Quantum Fintech Acquisition Corp.
 Quantum Fintech Acquisition Corp. Financial ConglomeratesFinance Quantum Fintech Acquisition Corp. is a blank check company, which engages in entering into a merger, share exchange, asset acquisition, stock purchase, recapitalization, reorganization, or other similar business combination with one or more businesses or entities. The company was founded on October 1, 2020 and is headquartered in Tampa, FL. | Directeur/Membre du Conseil | 01/02/2024 |
StoneX Financial, Inc.
 StoneX Financial, Inc. Investment Banks/BrokersFinance StoneX Financial, Inc. (SFI) is a registered broker-dealer firm headquartered in Winter Park, Florida. The firm was founded in 1998 and formerly known as INTL FCStone Securities, Inc. and as INTL FCStone Financial, Inc. They are a subsidiary of StoneX Group, Inc. (NASDAQ: SNEX). SFI provides institutional clients with a complete suite of equity trading services to help them find liquidity with best execution and end-to-end clearing. The firm specializes in delivering speed, accuracy and execution quality to their customers in illiquid and complex markets. | Directeur Général | 01/01/2016 |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | 01/07/1998 |
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Formation de Steven Carlson
| University of Maryland | Undergraduate Degree |
| Harvard Kennedy School of Government | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 3 |
|---|---|
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | Finance |
| ROADZEN, INC. | Technology Services |
| ATLASCLEAR HOLDINGS, INC. | Technology Services |
| Entreprise privées | 7 |
|---|---|
Provident Group Ltd.
Provident Group Ltd. Investment Banks/BrokersFinance Provident Group is a boutique investment banking and advisory firm founded in 1998 by Wall Street veterans, dedicated to servicing the middle markets within the Americas and other select emerging markets through the structuring and private placement of client transactions. Provident Group has a highly articulated global network of relationships with institutional investors with which it places its transaction flow, consisting primarily of large macro and emerging market hedge funds, private equity funds, pension funds and insurance companies. Provident Group's most valuable asset is it professional team, drawn from top buy and sell side Wall Street firms including Lehman Brothers, Salomon Brothers, Bear Stearns, JP Morgan and Deutsche Bank Capital Partners. | Finance |
StoneX Financial, Inc.
StoneX Financial, Inc. Investment Banks/BrokersFinance StoneX Financial, Inc. (SFI) is a registered broker-dealer firm headquartered in Winter Park, Florida. The firm was founded in 1998 and formerly known as INTL FCStone Securities, Inc. and as INTL FCStone Financial, Inc. They are a subsidiary of StoneX Group, Inc. (NASDAQ: SNEX). SFI provides institutional clients with a complete suite of equity trading services to help them find liquidity with best execution and end-to-end clearing. The firm specializes in delivering speed, accuracy and execution quality to their customers in illiquid and complex markets. | Finance |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
South Street Securities LLC
South Street Securities LLC Investment Banks/BrokersFinance South Street Securities LLC provides repo cash investment and repo security financing services. Its services include trade execution and financing and manage a matched repo portfolio. The company was founded by James M. Tabacchi in 2001 and is headquartered in New York, NY. | Finance |
Quantum Fintech Acquisition Corp.
Quantum Fintech Acquisition Corp. Financial ConglomeratesFinance Quantum Fintech Acquisition Corp. is a blank check company, which engages in entering into a merger, share exchange, asset acquisition, stock purchase, recapitalization, reorganization, or other similar business combination with one or more businesses or entities. The company was founded on October 1, 2020 and is headquartered in Tampa, FL. | Finance |
Pi Capital International LLC
Pi Capital International LLC Investment ManagersFinance Pi Capital International LLC provides investment advice. The private company is based in New York, NY and has subsidiaries in South Korea. The company was founded by Steven J. Carlson. | Finance |
Marco Polo Securities, Inc.
Marco Polo Securities, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Marco Polo New World, Inc., Marco Polo Securities, Inc. operates as an agency broker in emerging markets. The company is based in New York, NY. Mathew J. McConnell has been the CEO of the company since 2020. | Commercial Services |
