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About
Stephen Ho, CFA, is a Senior Analyst at Thompson, Siegel & Walmsley LLC (TSW) in Richmond, VA, where he specializes in US public equity research and analysis. In his role, he is responsible for generating investment ideas, conducting fundamental company research, and supporting portfolio management decisions across domestic equity strategies. At TSW, he applies a rigorous, value-oriented investment approach in evaluating potential investments.
Ho has extensive experience in equity analysis, having previously served as an Equity Analyst at Wedge Capital Management. Earlier in his career, he worked as an Investment Intern at Anderson Growth Partners, a Global Rates Associate at Deutsche Bank, and a Portfolio Analytics Analyst at BlackRock. His diverse background provides him with a robust understanding of both buy-side and sell-side investment processes, with a specific focus on U.S. equity markets.
Stephen holds a Master of Business Administration from Cornell University’s Johnson Graduate School of Management and a Bachelor’s degree from the University of Virginia. He is a Chartered Financial Analyst® (CFA) charterholder, underscoring his commitment to professional excellence and ethical standards in the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| TSW (Thompson, Siegel & Walmsley LLC) | Senior Analyst | May 2022 to Present | US Public Equity |
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (M.B.A.)
2011 — 2013
University of Virginia
Bachelor’s Degree
Skills & Expertise
Others at Thompson Siegel & Walmsley LLC (24)
| Name | Role | Location |
|---|---|---|
| Portfolio Analyst | Richmond, VA , United States | |
| Portfolio Manager | Richmond, VA , United States | |
| Equity Analyst | Richmond, VA , United States | |
| Portfolio Manager and Equity Research Analyst | Richmond, VA , United States | |
| Research Analyst | Richmond, VA , United States | |
| Portfolio Manager - Emerging Markets | Richmond, VA , United States | |
| CEO and Portfolio Manager at Thompson, Siegel and Walmsley, LLC (TSW) | Richmond, VA , United States | |
| Portfolio Manager and Analyst | Richmond, VA , United States | |
M Matthew Kiselica | European Equity Trader | Richmond, VA , United States |
| Client Portfolio Manager | Richmond, VA , United States |
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| Investment Associate | 1607 Capital Partners, LLC | Richmond, VA , United States | |
| Partner | 1607 Capital Partners, LLC | Richmond, VA , United States | |
A Asheel Shah | Senior Managing Director, Head of Real Estate | Ejf Capital LLC | Arlington, VA , United States |
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