You're signed outSign in or to get full access.
About
Stephen Lacke is an Analyst I at Tributary Capital Management, LLC in Omaha, Nebraska, where he supports portfolio managers by conducting investment research and analysis, with a focus on the energy, information technology, and industrials sectors. In this capacity, Stephen provides sector-specific insights and contributes to the firm’s investment decision-making processes, leveraging both quantitative and qualitative research methodologies.
Before his current role, Stephen served as an Associate Analyst at Tributary Capital Management from July 2021 to January 2024. His prior experience also includes roles as an investment services representative at TD Ameritrade and as a financial analyst intern at Dundee Venture Capital, giving him experience in both public and private equity analysis environments.
Stephen holds a Bachelor of Science in Business Administration from Creighton University, specializing in Finance on the Financial Analysis track. He is also a CFA Level III candidate, reflecting his advanced commitment to the investment profession and technical expertise in financial markets and security analysis.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Tributary Capital Management | Analyst I | Feb 2024 to Present | — |
| Tributary Capital Management | Associate Analyst | Jul 2021 to Jan 2024 | — |
| Dundee Venture Capital | Financial Analyst Intern | May 2020 to May 2021 | ■ Constructed weekly reports highlighting investment recommendations for high growth startups ■ Revamped the deal tracking process through quarterly tracking reports and improved spreadsheet processes... |
| TD Ameritrade | Investor Services Intern | Sep 2019 to Apr 2020 | ■ Provided direct, real-time support to TD Ameritrade clients via inbound phone calls in a fast-paced, market-sensitive environment ■ Corresponded clearly and professionally with clients, associates, ... |
Education
Creighton University
Bachelor's degree, Financial Analysis
2017 — 2021
Carmel Catholic High School
2014 — 2017
Others at Tributary Capital Management, LLC (7)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager and Analyst | Omaha, NE , United States | |
| Portfolio Manager | Omaha, NE , United States | |
N Nick Nevole | Securities Analyst | Omaha, NE , United States |
R Ryan Khoury | Senior Equity Analyst | Omaha, NE , United States |
| Equity Analyst | Omaha, NE , United States | |
| Portfolio Manager and Analyst | Omaha, NE , United States | |
| Associate Analyst | Omaha, NE , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Andrew McClure | Jr. Equity Analyst | Weitz Investment Management, Inc. | United States |
B Barton Hooper | Senior Equity Research Analyst | Weitz Investment Management, Inc. | Omaha, NE , United States |
| Senior Vice President, Acquisitions and Portfolio Management | Bailard, Inc. | CA , United States | |
| Senior Vice President, Investment Counselor | Bailard, Inc. | San Mateo, CA , United States | |
E Eric Richards | Senior Research Analyst | Raub Brock Capital Management LP | CA , United States |
P Patrick Tinucci | Senior Research Analyst | Raub Brock Capital Management LP | San Francisco, CA , United States |