Stephen Zurlo

Stephen Zurlo is an Associate Portfolio Manager at Barksdale Investment Management, based in Tennessee, where he specializes in fixed income portfolio management with a particular focus on mortgage-backed securities (MBS) and structured product analysis and allocation. His key responsibilities include conducting sector and security-level research and implementing fixed income strategies tailored for institutional clients, primarily within the investment grade and structured product sectors.

Zurlo's professional background includes previous roles at AllianceBernstein, where he served as AO and Global Multisector Fixed Income Product Analyst and as a Client Group Rotational Associate, gaining experience in global fixed income markets and product research. His expertise spans across investment grade fixed income, structured products, and global multisector strategies, which he applies in his current portfolio management role.

Stephen holds a Bachelor’s degree in Finance, Investments from The University of Tennessee at Chattanooga, equipping him with a strong foundation in asset analysis and portfolio construction. His combined analytical skills and experience with institutional portfolios contribute to Barksdale Investment Management’s reputation for delivering customized fixed income solutions, especially within mortgages, asset-backed, and core aggregate fixed income sectors.