Stephen F. Trainer

Mr. Trainer is a Global Markets Analyst at 7258 Wealth Management.  In this role, he researches efficient investment vehicles on behalf of the 7258 Investment Committee, analyzes client balance sheets and portfolios and plays an instrumental role in the firm’s Objective Asset Allocation Process.

Mr. Trainer was an Associate for Arcstone Partners’ Denver Office.  He was responsible for creating analyses for financial reporting and valuation based consulting services. He focused on technology companies ranging from early stage to those seeking an initial public offering.

Prior to joining Arcstone Partners, Mr. Trainer managed a team responsible for building portfolio allocation and wealth forecasting tools for Wall Street On Demand. In addition, he led the sales and marketing effort to generate new clients while continually working to better the product offering.

Before that, Mr. Trainer worked in AllianceBernstein’s New York office supporting the sales and client servicing efforts of financial advisors. He relocated to the Denver office to train and manage the support staff, eventually moving into the role of Investment Planning Analyst.

He serves on the Board of Trustees for Wilderness On Wheels and is a member of the 13ers Board for The Nature Conservancy.

Mr. Trainer graduated from Lehigh University with a BS in engineering and received an M.B.A. from the University of Denver.  He is a 2016 Level II Candidate in the CFA Program.

Position: 
Global Markets Analyst
Weight: 
6
Image: 

Office Address:

730 17th Street, Suite 107
Denver, CO 80202

ph:  303.633.5910
f:  303.860.8956
email:  info@7258wealth.com