Steven W. Firestone
Managing Director
Institutional Sales and Trading

Charlotte, NC
+1 704.370.2023

Areas of Focus: Fixed Income Investments, Structured Products

Professional Profile:

  • Responsible for mortgage-backed and structured product relationships with institutional accounts
  • More than 16 years of experience in the fixed income and derivative markets
  • Previously with BB&T Capital Markets as senior fixed income trader, responsible for CMBS/ABS trading
  • Prior to that, served as fixed income portfolio manager at Teacher Retirement System of Texas, responsible for the structured products portfolio
  • Holds FINRA Series 7, 24, and 63 licenses
Education:
  • B.A., Bucknell University
  • M.B.A., Indiana University, Kelley School of Business
Affiliations:
  • Chartered Alternative Investment Analyst Association, member
  • International Association of Financial Engineers, member
  • Charlotte Mecklenburg Planning Commission, member
  • Charlotte Mecklenburg Zoning Committee, member
  • City of Charlotte Zoning Board of Adjustment, former alternative member