Stephen Bartlett, Cfa
About Stephen Bartlett, Cfa
Stephen Bartlett, CFA, is the Manager of Trade Operations at Geode Capital Management, where he has worked since 2021. He has extensive experience in investment operations, having previously held senior roles at Geode Capital Management and Federated MDT Advisers.
Current Role at Geode Capital Management
Stephen Bartlett currently serves as the Manager of Trade Operations at Geode Capital Management. He has held this position since 2021. In this role, he oversees trade operations, ensuring efficient processing and execution of trades. His responsibilities include managing trade workflows and collaborating with various teams to optimize operational efficiency.
Previous Experience at Geode Capital Management
Prior to his current role, Stephen Bartlett worked at Geode Capital Management as a Senior Trade Operations Associate from 2019 to 2021. During his tenure, he contributed to the trade operations team in Boston, Massachusetts. His experience in this position laid the groundwork for his advancement to Manager of Trade Operations.
Experience at Federated MDT Advisers
Stephen Bartlett worked at Federated MDT Advisers for a total of seven years, from 2012 to 2019. He held the position of Senior Investment Operations & IT Specialist and also served as MDT Investment Operations Supervisor from 2017 to 2019. His roles involved overseeing investment operations and managing IT-related tasks, contributing to the efficiency of the firm's operations.
Early Career at State Street
Stephen Bartlett began his career at State Street, where he worked as a Portfolio Admin II from 2011 to 2012. In this role, he was responsible for supporting portfolio management activities, gaining foundational experience in the investment operations field.
Educational Background and CFA Charter
Stephen Bartlett earned a Bachelor of Science (B.S.) in Finance & Actuarial Science from Bridgewater State University, studying from 2003 to 2009. He is a CFA Charterholder, having passed all three levels of the CFA Program on the first attempt and achieving the charter in October 2016. His educational background and professional qualifications underscore his expertise in finance and investment operations.