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About
Steven M. Delarosa, CFA, is Managing Director at Chickasaw Capital Management, LLC, based in Pinehurst, NC. In this role, he leads institutional client development and investor relations, drawing on nearly 30 years of experience to serve institutional investors across the United States, Europe, and Asia. His primary focus includes both traditional and alternative investment strategies, tailored for an institutional client base.
Before joining Chickasaw Capital Management, Steven was Managing Director and Chief Marketing Officer at SSI Investment Management and held executive roles at Highland Capital Management, LP and Western Asset Management. His expertise centers on client development and capital raising within sectors such as energy infrastructure, particularly midstream assets, and broadly diversified institutional strategies.
Steven holds a Bachelor of Science in Investment Finance & Marketing (1989) and an MBA in Investment Finance (1997), both from the University of Southern California’s Marshall School of Business. He is a CFA charterholder, recognized for his strategic contributions in investor relations, and for expanding the global reach of the firms with which he has been affiliated.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Chickasaw Capital Management, LLC | Managing Director | Jan 2015 to Present | — |
| SSI Investment Management | Chief Marketing Officer | Jan 2013 to Jan 2015 | — |
| Pyxis AIS - Subsidiary of Highland Capital Management, L.P. and formerly Highlan | Managing Director - Chief Marketing Officer | Jan 2012 to Dec 2012 | — |
| Highland Funds, L.P. - Subsidiary of Highland Capital Management, L.P. | Managing Director - Head of Institutional Distribution, Consultant and Client Relations | Jan 2011 to Jan 2012 | — |
| Highland Capital Management, L.P. | Managing Director - Head of Consultant and Client Relations | Jan 2010 to Jan 2011 | — |
| Western Asset Management (WAMCO) | Executive - Institutional Client Service Team | Jan 2007 to Jan 2009 | — |
| Western Asset Management (WAMCO) | Executive - Institutional Sales and Marketing Team | Jan 2000 to Jan 2007 | — |
| Western Asset Management (WAMCO) | Executive - Institutional Consultant Relations Team | Jan 1998 to Jan 2000 | — |
| MFR Financial Resources | Director and Head of Investments, Consultant and Client Relations | Jan 1996 to Jan 1998 | — |
| Old Northwest, Inc. | Director - Regional | Jan 1991 to Jan 1996 | — |
| The Principal Financial Group | Specialist - Defined Benefit and Defined Contribution | Jan 1989 to Jan 1991 | — |
Education
USC Marshall School of Business
Master of Business Administration
1994 — 1997
University of Southern California - Marshall School of Business
Bachelor of Science
1985 — 1989
Skills & Expertise
Others at Chickasaw Capital Management LLC (13)
| Name | Role | Location |
|---|---|---|
| Managing Director | United States | |
G Geoffrey Mavar | Principal | Memphis, TN , United States |
J Jim Johnstone | Managing Director | North Port, FL , United States |
| Managing Director | Memphis, TN , United States | |
| Client Analyst | Memphis, TN , United States | |
| Managing Director | Memphis, TN , United States | |
C Charles Jumet | Client Portfolio Manager | Memphis, TN , United States |
H Heather Ottinger | Client Analyst | Memphis, TN , United States |
| Client Analyst | Memphis, TN , United States | |
| Senior Equity Research Analyst | Memphis, TN , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | Delta Asset Management Llc/tn | Memphis, TN , United States | |
| Partner | Green Square Capital Advisors LLC | Memphis, TN , United States |