Stephan Petersen

Stephan Petersen serves as Managing Director and Portfolio Manager at Winslow Capital Management, LLC in Minneapolis, MN, where he plays a pivotal role in leading the team’s environmental, social, and governance (ESG) integration efforts while co-managing large-cap growth equity portfolios. He is recognized for steering strategic investment pivots, including recent emphasis on artificial intelligence, and is the primary resource for ESG data and risk evaluation in portfolio construction.

Petersen’s investment coverage focuses on the U.S. large-cap growth equity space, with sector expertise spanning technology—including semiconductors and software—consumer cyclical, industrials, and communication services. He has been instrumental in incorporating ESG risk metrics into the investment process and identifying thematic growth opportunities such as AI and digital infrastructure, with a track record in selecting market leaders like Microsoft and Nvidia.

Prior to joining Winslow Capital in 2013, Petersen was a Senior Equity Research Analyst at Thrivent Financial for Lutherans, where he deepened his specialization in the financial services sector. He holds an MBA in Finance and Accounting from the University of Chicago Booth School of Business and a BA in Economics from Michigan State University, underpinning his analytical approach and robust expertise in equity security analysis and sustainable investment.