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Stephen Caldwell

Senior Portfolio Specialist
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Stephen Caldwell serves as a Senior Portfolio Specialist for SJF and joined the firm in 2017.

Prior to joining SJF, Stephen was a managing director and senior client portfolio manager at Goldman Sachs Asset Management from 2005 to 2017. From 1996 to 2005, he worked as an institutional investment strategist at Northern Trust Global Investments.

Stephen holds a Bachelor of Science in Economics from Ohio University and a Master of Business Administration from the Kellogg School of Management, Northwestern University. He also maintains FINRA Series 7 and 63 securities licenses.

Recent insights

July's Late News Frenzy Leaves a Mark

Markets digest tariff chaos, rate-hike uncertainty and a cooling labor market. Read our fixed income commentary for insights into inflation trends, Fed signals and Q2’s economic rebound. (7 min read)

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