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Steven Maurer, CAIA®

Portfolio Manager

Steven Maurer comes to Hudson Valley Investment Advisors after 24 years of experience on Wall Street and 8 years of running his own small business right here in Orange County.  His tenure on Wall Street included stints as a regional stock exchange specialist, back office settlements and cash management, equity trading technology, and proprietary trading for firms such as Brown Brothers Harriman, Fidelity Investments, Spear Leeds & Kellogg, and Maple Securities USA, Inc. His wide range of experience gives Steve a unique perspective on markets and investing, and his experience as a local businessman grounds him in our communities.

Steven graduated from the Yale School of Management with an MBA, and the University of Montana with a B.S. in Business Administration in Finance & Economics. He stays active in the academic finance world by tutoring MBA students nationwide in corporate finance and quantitative methods.

Steven enjoys boating on Greenwood Lake, skiing and teaching skiing as an instructor at Mount Peter in Warwick, and camping all over the East Coast.  Steven resides in Sugar Loaf with his wife and stepdaughter and has 2 grown daughters.

Yale School of Management, New Haven, CT

  • Masters of Business Administration, (MBA) 1992

The University of Montana, Missoula, MT

  • Bachelor of Science, Business Administration, Finance & Economics, with Highest Honors

Hudson Valley Investment Advisors, Inc.,

  • Portfolio Manager

Stann Corp, Monroe, NY

  • Owner/Operator

Maple Securities USA, Inc., Jersey City, NJ

  • Head, Quantitative Trading Group

Spear, Leeds & Kellogg/TLW Securities, New York, NY

  • Director, Business Development, Program Trading & Equity Market Making Technology

Fidelity Investments, Boston, MA

  • Specialist & Head Trader, Cincinnati Stock Exchange Specialists
    • Completed Fidelity Brokerage Group Management Development Program

Brown Brothers Harriman & Co., Boston, MA

  • Account Manager, International Custody

State Street Research & Management, Boston, MA

  • Portfolio Accounting

Trustee Emeritus, University of Montana Foundation, Investment Committee

 

Chartered Alternative Investment Analyst, (CAIA)

  • Background Information

    Steven Maurer comes to Hudson Valley Investment Advisors after 24 years of experience on Wall Street and 8 years of running his own small business right here in Orange County.  His tenure on Wall Street included stints as a regional stock exchange specialist, back office settlements and cash management, equity trading technology, and proprietary trading for firms such as Brown Brothers Harriman, Fidelity Investments, Spear Leeds & Kellogg, and Maple Securities USA, Inc. His wide range of experience gives Steve a unique perspective on markets and investing, and his experience as a local businessman grounds him in our communities.

    Steven graduated from the Yale School of Management with an MBA, and the University of Montana with a B.S. in Business Administration in Finance & Economics. He stays active in the academic finance world by tutoring MBA students nationwide in corporate finance and quantitative methods.

    Steven enjoys boating on Greenwood Lake, skiing and teaching skiing as an instructor at Mount Peter in Warwick, and camping all over the East Coast.  Steven resides in Sugar Loaf with his wife and stepdaughter and has 2 grown daughters.

  • Education & Training

    Yale School of Management, New Haven, CT

    • Masters of Business Administration, (MBA) 1992

    The University of Montana, Missoula, MT

    • Bachelor of Science, Business Administration, Finance & Economics, with Highest Honors
  • Business Experience

    Hudson Valley Investment Advisors, Inc.,

    • Portfolio Manager

    Stann Corp, Monroe, NY

    • Owner/Operator

    Maple Securities USA, Inc., Jersey City, NJ

    • Head, Quantitative Trading Group

    Spear, Leeds & Kellogg/TLW Securities, New York, NY

    • Director, Business Development, Program Trading & Equity Market Making Technology

    Fidelity Investments, Boston, MA

    • Specialist & Head Trader, Cincinnati Stock Exchange Specialists
      • Completed Fidelity Brokerage Group Management Development Program

    Brown Brothers Harriman & Co., Boston, MA

    • Account Manager, International Custody

    State Street Research & Management, Boston, MA

    • Portfolio Accounting
  • Notable Memberships

    Trustee Emeritus, University of Montana Foundation, Investment Committee

     

    Chartered Alternative Investment Analyst, (CAIA)