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Steve Edgren, CFA, is currently serving as a Director at Sepio Capital since May 2020. Prior to this, they worked at Morgan Stanley for ten years, starting in November 2010 as a First Vice President, Financial Advisor, and Portfolio Manager. Before joining Morgan Stanley, they held the position of First Vice President - Investments at Merrill Lynch from 2003 to November 2010. Steve also worked as a Reinsurance Broker at Aon from 2001 to 2003 and began their career as a Sales Associate at Allstate from 1999 to 2001. In 2000, they worked as a Summer Analyst at Goldman Sachs.

Steve Edgren, CFA has a BA degree from Brigham Young University, which they obtained between 1999 and 2001. Steve also attended Monte Vista High School from 1991 to 1995. In addition to their education, Steve Edgren obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute in September 2010.