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Stephen Funnell, CFA has a diverse work experience. From 2014 to 2015, they interned at OnProcess Technology, where they gained exposure to client delivery services. From 2015 to 2022, they worked at Tiger Group, LLC as the Manager of Financial Analysis. In this role, they conducted thorough financial analysis and built complex models for various scenarios. Since 2022, Stephen has been working at Carl Marks Advisors as an Associate, and they were promoted to Vice President in 2023.

Stephen Funnell, CFA, obtained a Bachelor of Science in Business Administration with a major in Finance from Bryant University in 2015. Stephen also holds additional certifications from the CFA Institute, including passing Level I of the CFA Program in August 2017, passing Level II of the CFA Program in August 2018, and becoming a Chartered Financial Analyst in August 2019.