Stephen Carlson
About Stephen Carlson
Stephen Carlson serves as the Senior Vice President of Capital Markets and Transactions at Waterton, where he has worked since 2011. He has a robust background in finance, having held senior roles at various financial institutions and possessing expertise in real estate debt and private placements.
Current Role at Waterton
Stephen Carlson serves as the Senior Vice President of Capital Markets and Transactions at Waterton. He has held this position since 2011 and operates in the Greater Chicago Area. In this role, he focuses on secured real estate debt and private placements, leveraging his extensive experience in capital markets. He has developed strong relationships with agency, bank, and life company lenders, which enhances his effectiveness in managing capital transactions.
Professional Background
Stephen Carlson has a diverse professional background in finance and capital markets. Prior to his current role, he worked at Bank of America Merrill Lynch as a Senior Vice President from 2005 to 2010. He also held positions at Banc of America Securities as an Associate from 2000 to 2005 and at MetLife as an Associate Director in Private Equity from 1997 to 2000. His earlier experience includes a role as a Senior Consultant at Accenture from 1992 to 1995.
Education and Expertise
Stephen Carlson holds a Bachelor of Arts in Economics from Dartmouth College, where he studied from 1987 to 1991. He furthered his education with a Master of Business Administration in Finance from the University of Michigan - Stephen M. Ross School of Business, attending from 1995 to 1997. Additionally, he completed the High-Impact Leadership Certificate Program at the Quinlan School of Business, Loyola University Chicago. His education supports his expertise in multifamily and hospitality financing.
Skills in Capital Markets
Stephen Carlson possesses a strong background in legal document negotiation related to capital markets. He has extensive experience managing subordinated debt investment programs, which is critical in his current role. His specialization in secured real estate debt and private placements further highlights his capabilities in the finance sector.