Stefen performs the financial analysis and underwriting of properties using operating statements, market knowledge, and proprietary valuation models. His work helps aid client acquisition and divestiture decisions and assists with asset valuation maximization strategies. In addition, Stefen performs market research for the firm’s various projects. Stefen received his Illinois Brokers License in 2017.

Prior to Sunstone, Stefen worked at Sabino Investment Management, LLC. As a Securities Research Analyst, he analyzed financial statements of publicly-traded companies across several industries, gained experience in global economic research and monitored investment feasibility. He also made investment recommendations to final portfolio allocations. He also spent 4 years as an Analyst at Marcus & Millichap, assisting in the investment sales of apartment complexes, single-tenant retail, and office buildings.

Stefen, also the Financial Analyst for Sunstone Mortgage Capital, holds the Chartered Financial Analyst® designation.

Stefen holds a Bachelor of Science degree in Finance from the University of Arizona, Eller College of Management and resides in Chicago, Illinois.