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Steven Delarosa

Steven Delarosa

Managing Director at Chickasaw Capital Management LLC

Pinehurst, NC , United States

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

OrganizationRoleDate RangeDetails
Chickasaw Capital Management, LLCManaging DirectorJan 2015 to Present
SSI Investment ManagementChief Marketing OfficerJan 2013 to Jan 2015
Pyxis AIS - Subsidiary of Highland Capital Management, L.P. and formerly HighlanManaging Director - Chief Marketing OfficerJan 2012 to Dec 2012
Highland Funds, L.P. - Subsidiary of Highland Capital Management, L.P.Managing Director - Head of Institutional Distribution, Consultant and Client RelationsJan 2011 to Jan 2012
Highland Capital Management, L.P.Managing Director - Head of Consultant and Client RelationsJan 2010 to Jan 2011
Western Asset Management (WAMCO)Executive - Institutional Client Service TeamJan 2007 to Jan 2009
Western Asset Management (WAMCO)Executive - Institutional Sales and Marketing TeamJan 2000 to Jan 2007
Western Asset Management (WAMCO)Executive - Institutional Consultant Relations TeamJan 1998 to Jan 2000
MFR Financial ResourcesDirector and Head of Investments, Consultant and Client RelationsJan 1996 to Jan 1998
Old Northwest, Inc.Director - RegionalJan 1991 to Jan 1996
The Principal Financial GroupSpecialist - Defined Benefit and Defined ContributionJan 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

Alternative Investments
Series 63
Vehicles
Client Relations
Fixed Income
Defined Contribution
Sales
Structured Finance
Closed End Funds
Series 3
Client Services
Series 6
Institutional Sales
Asset Allocation
Fund of Funds
Financial Services
Equities
Family Office
Mutual Funds
FINRA
Investment Strategies
Marketing
Separately Managed Accounts
Credit Derivatives
Defined Benefit
Series 7
Series 24
Private Equity
Management
Broker Dealer
ETFs
Superior Client Service
Consultant Relations
Income
RIA
Hedging
Hedge Funds
Investment Management
Chartered Financial Analyst
Structured Products

Others at Chickasaw Capital Management LLC (13)

NameRoleLocation
Ed Kelly
Ed Kelly
Managing DirectorUnited States
G
Geoffrey Mavar
PrincipalMemphis, TN , United States
J
Jim Johnstone
Managing DirectorNorth Port, FL , United States
Vickie Gardino
Vickie Gardino
Managing DirectorMemphis, TN , United States
Alicia Ross
Alicia Ross
Client AnalystMemphis, TN , United States
Andrew Lapsley
Andrew Lapsley
Managing DirectorMemphis, TN , United States
C
Charles Jumet
Client Portfolio ManagerMemphis, TN , United States
H
Heather Ottinger
Client AnalystMemphis, TN , United States
Heather Rasch
Heather Rasch
Client AnalystMemphis, TN , United States
Luke Davis
Luke Davis
Senior Equity Research AnalystMemphis, TN , United States
Showing 1-10 of 13 team members

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