Stefan Karlsson


Stefan is a research analyst for the internal equity management effort at Aureus. He brings six years of experience, largely focused on equity research and commercial credit analysis.

Prior to joining Aureus, Stefan was an Associate Director at UBS Investment Research, where he was an Associate Research Analyst specializing in the restaurant industry. Before business school, Stefan worked at Paulson & Co. as an Operations Analyst and at Valley National Bank performing commercial credit analysis.

Stefan received his BA from Brown University and an MBA from NYU’s Stern School of Business. He holds his Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), and Series 86/87 (Research Analyst) licenses. Stefan is a chartered financial analyst and is a member of the Boston Security Analysts Society.

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