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Steve Berhalter

Steve Berhalter

Position: Assistant Vice President, Senior Data Management Analyst
Categories: Research and Data Lab
Location: Our Team

Stephen T. Berhalter is a Senior Data Management Analyst responsible for developing processes to turn raw data series and factor inputs from a variety of sources into an organized system that can be utilized across the investment platform. He also oversees the data analysis team, ensuring accuracy and efficiency.

Since joining Boyd Watterson in May of 2018, Stephen has streamlined a variety of manual processes including optimizing various fixed income portfolios, developing a commercial real estate analysis process, and building out pricing and market models for acquisitions. Previously, Stephen worked in Strategy for Sony PlayStation, focusing on international expansion, and for Caesars Entertainment as a Joint Venture Financial Analyst.

  • MBA from Ross School of Business at the University of Michigan
  • BA from John Carroll University