Mr. Souza is a member of the portfolio analytics and reporting team.
Prior to StepStone, Mr. Souza was a registered client associate at Merrill Lynch, where he was responsible for developing and implementing strategies for client accounts. Before that he was a registered client service associate at UBS.
Mr. Souza received his BS in finance with a minor in accounting and BA in management from La Sierra University. He is a CFA charterholder.