About
Stephen Werner is an Associate at Strategic Investment Group, where he focuses on investment analysis and portfolio management, specializing in private equity and real estate asset classes. In his role, he supports the execution of investment strategies, manager due diligence, and asset allocation decisions across diversified client portfolios in alternative investments.
Werner's career at Strategic Investment Group spans several years, progressing from Investment Analyst to Senior Investment Analyst, with a consistent concentration on private equity and real estate sectors. His responsibilities have included evaluating fund investments, monitoring portfolio performance, and preparing investment recommendations for institutional clients.
He holds a Bachelor’s Degree in Economics from the University of Maryland College Park and has also studied abroad at the University of London. Werner is recognized for his expertise in sourcing, evaluating, and managing private market opportunities, contributing to Strategic Investment Group's reputation in alternative asset management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Strategic Investment Group | Associate | Jan 2025 to Present | — |
| Strategic Investment Group | Senior Investment Analyst, Private Equity and Real Estate | Jul 2022 to Jan 2025 | — |
| Strategic Investment Group | Investment Analyst, Private Equity and Real Estate | Nov 2019 to Jul 2022 | — |
| Shatterproof | Ambassador | May 2019 to Present | — |
| TitanHouse | Research Manager | May 2018 to Apr 2019 | — |
| TitanHouse | Acting Director of Research | Aug 2018 to Oct 2018 | — |
| TitanHouse | Research Associate | Dec 2017 to May 2018 | — |
| DogOn Fitness, LLC of Montgomery County | Midday Dog-Walker and Petsitter | May 2014 to Nov 2017 | Walked dogs on weekdays and weekends in the neighborhoods of Bethesda, Potomac, Rockville and D.C. Occasionally stayed overnight and watched over the houses and animals of residents. |
| i impact, LLC | Research Assistant | May 2017 to Oct 2017 | • Corresponded with and received assignments from a managing partner multiple times per week • Conducted market research regarding carbon emissions, LGBT equality, human rights, labor practices and wa... |
| Flag Star Football | Head Coach and Quarterback and Referee | Mar 2016 to Jun 2016 | — |
| Koa Sports League | Head Coach and Quarterback | Jun 2011 to Oct 2014 | — |
| RainKing Solutions | Research Intern | May 2013 to Aug 2013 | I acquired and provided contact information used in company sales. I organized this information into specific categories representing the sector of IT in which they were involved. |
| American Plant Food Corporation | Cashier and Loader | Apr 2012 to May 2013 | — |
| Walt Whitman Girls' Basketball | Scouting Assistant | Nov 2011 to Feb 2012 | — |
| Angelico Pizzeria | Marketing Assistant | May 2010 to Aug 2010 | — |
Education
University of Maryland College Park
Bachelor’s Degree, Economics
2012 — 2016
University of London
Bachelor’s Degree, Study Abroad
2015 — 2015
Walt Whitman HIgh School
High School
2008 — 2012
Skills & Expertise
Others at Strategic Investment Management, LLC (18)
| Name | Role | Location |
|---|---|---|
 | Analyst | Philadelphia, PA , United States |
 | Associate - Quantitative Research | Washington, DC , United States |
 | Deputy Chief Investment Officer | Washington, DC , United States |
 | Analyst | Arlington, VA , United States |
 | Investment Analyst | Notre Dame, IN , United States |
 | Senior Associate | Washington, DC , United States |
C Caroline Koontz | Investment Analyst | Arlington, VA , United States |
 | Associate | Washington, DC , United States |
 | Analyst | Chapel Hill, NC , United States |
 | Senior Analyst | Atlanta, GA , United States |
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