Stephen Solaka

Stephen Solaka is Senior Vice President and Portfolio Manager at Gateway Investment Advisers LLC, based in Los Angeles, CA. He leads the firm’s expanded options-based investment strategies, focusing on separately managed accounts (SMAs) tailored for wealth advisory firms and high-net-worth individuals seeking risk management and tax efficiency. His responsibilities include developing customized hedging solutions using equity and index options overlays, both at single-stock and portfolio levels, with particular expertise in managing concentrated equity positions for clients.

Previously, Stephen was co-founder and Managing Partner at Belmont Capital Group, recently acquired by Gateway, where he built a reputation for innovating options-based solutions and single-stock risk management strategies. His earlier roles include Director at Dorchester Capital Advisors, where he marketed fund-of-hedge-funds to institutional investors, and positions in equity derivatives and options market-making at UBS, TD Options, Bear Wagner Specialists, and Stafford Trading.

Stephen holds a BA in Finance from the Eli Broad College of Business at Michigan State University. He is a recognized expert in options, risk management, and asset protection, frequently cited by leading financial publications for his insights. Throughout his career, he has contributed notably to advancing portfolio customization, hedging strategies, and SMA innovation in the investment management sector.