Research and Planning
Stephen began his career in finance in 2008. He is an Investment Analyst with Northwestern Mutual Wealth Management Company, maintaining securities Series 7 and 66 registrations. Stephen earned the Chartered Financial Analyst designation in 2015 and Certified Financial Planner professional certification in 2017. Prior to joining the firm Stephen worked in Institutional Sales at Sidoti & Company where he covered hedge funds and mutual funds in Boston and New York City, and he has experience working in private wealth management from his time at Morgan Stanley Smith Barney.
Stephen grew up in Pelham, New York. He graduated from Florida Atlantic University where he earned a Bachelor of Science in Finance and minor in Economics. He resides in Manhattan.
Song started his career in finance in 2015 and joined our team in 2019 as research analyst, responsible for investment analysis and research. Previously he exceled in different roles including securities consultant, M&A analyst and risk analyst which gave him in-depth analytical experience of different investment activities across United States and China.
Song grew up in Beijing, China. He majored in Information Technology and Artificial Intelligence in college and graduated from Brandeis University with Master of Science degree in finance. He currently resides in Jersey City, NJ. He loves travelling, outdoor sports and films.
Brian started his career at PricewaterhouseCooper, then joined the home office of Northwestern Mutual in 2004, prior to joining our team in 2021. His primary role is focused on the creation and management of estate plans, in-depth insurance plans, competitor product analysis, premium financing and other trust funding techniques for prospective and active clients. He is a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 6 registration.
Brian graduated from University of Wisconsin – Milwaukee with Bachelor’s degrees in Economics and Mathematics, and a Master in Business Administration. Brian lives in Lake Geneva, Wisconsin with his wife, Sheila and their dog Tucker. They have two adult children, Megan and Collin, and one granddaughter, Sophia. They enjoy traveling, cooking, and spending time at the lake in northern Wisconsin.
Colin began his career in 1998 as a proprietary equity trader specializing in short-term trading strategies. After several successful years with two firms, Colin traded his personal capital while developing a short-term discretionary strategy for trading futures. He incorporated technical analysis, momentum, trend-following, and market microstructure. He later used this strategy as the basis for his Commodity Trading Advisor which traded equity, financial, FX, energy, metal, and grain futures for proprietary and client accounts.
Colin joined our team in May 2022 as a research analyst, responsible for investment analysis, research, and trading. He has completed his CFA Level 1 studies. Prior to joining Pioneer, Colin took a career break to raise his two sons.
Colin grew up in Tifton, GA. He graduated with honors from Harvard University in Cambridge, MA, where he earned a bachelor’s in Human Evolutionary Biology. While there, he balanced his time between academics and athletics, conducting laboratory research on testosterone and cortisol and playing defensive end on the football team. Colin spent his time in Cambridge as a biology course assistant, Senior Counselor with Phillips Brookes House Association’s Franklin I-O, and volunteering with PBHA’s Franklin Afterschool Enrichment.
Colin lives in Caldwell, NJ, with his wife Johanna, two sons Harper and Quinn, their Shiba Inu, Sora Koi, and three cats, Bob Whiskey, Cookie, and Ginger Licorice. Most of his time outside work is spent with his family, cheering on the boys’ sports teams, maintaining his yard, and renovating his ninety-six-year-old house.
After earning his degree in Civil Engineering in 2020 from the American University of Beirut, Malek pursued a rotational program in Corporate and Investment Banking. He evaluated individual loan demands, and analyzed the corporate portfolio as a whole, highlighting concentration and correlation risks. In 2022, he travelled to Atlanta to pursue his Masters of Analytical Finance degree at Emory University. He was able to hone his coding and machine learning skills. He joined our firm in February 2024, and sits on various committees. He passed the CFA level 1 exam.
Malek's hobbies include hiking, traveling and soccer and resides in Manhattan.