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About
Steven Civera, CFA, is a Senior Partner and Portfolio Manager at Penn Capital Management Company, LLC, based in Philadelphia, PA. He joined the firm in 2010 and holds primary responsibility for sector coverage in Technology, and also serves as co-portfolio manager for the firm’s Convertible strategy. His investment practice is distinguished by a focus on technology equities and convertible securities within Penn Capital’s proprietary capital structure investment approach.
Prior to Penn Capital, Steven was a Research Analyst at AlphaOne Capital Partners, where he covered the Technology and Renewable Energy sectors. He also gained experience at the Center for Financial Research and Analysis, specializing in forensic accounting research, and as an analyst at Global Capital Management, further broadening his expertise in equity research and the investment process.
Steven holds a Bachelor of Science in Business Administration in Accounting from Bucknell University and an MBA in Finance from Loyola University Maryland. He is a CFA charterholder, underscoring his depth of knowledge in investment management, equity and credit analysis, and interdisciplinary research across various asset classes, notably targeting growth opportunities within the technology sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Penn Capital Management Company, Inc. | Partner | Jun 2010 to Present | — |
| AlphaOne Capital Partners LLC | Equity Analyst | Jan 2010 to Apr 2010 | — |
| Redstone Investment Managment, LP | Analyst | Sep 2007 to Dec 2009 | — |
| CFRA Research | Analyst | Jan 2005 to Jan 2007 | — |
| Global Capital Management, Inc. | Analyst | Jan 2003 to Jan 2005 | — |
Education
Loyola University Maryland
Master of Business Administration, Finance
2003 — 2005
Bucknell University
Bachelor of Science in Business Administration, Accounting
1999 — 2003
Dulaney High School
1995 — 1999
Others at Penn Capital Management Company, LLC (11)
| Name | Role | Location |
|---|---|---|
C Chad Bolen | Sr. Partner and Sr. Research Analyst | Philadelphia, PA , United States |
C Chris Paciello | Research Analyst | Boston, MA , United States |
J Joe Maguire | Portfolio Manager | United States |
| Research Analyst | Philadelphia, PA , United States | |
P Paulo Silva | Senior Managing Partner, Senior Portfolio Manager | Philadelphia, PA , United States |
P Percy Walla | Managing Partner | Philadelphia, PA , United States |
R Randall Braunfeld | Senior Research Analyst and Partner | Philadelphia, PA , United States |
| Research Analyst | Philadelphia, PA , United States | |
B Bob McLaughlin | Director of Investment Services and Senior Partner | Media, PA , United States |
| Analyst | Cherry Hill, NJ , United States |
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