Instructor Biography

About The Instructor

Steven J Musmanno is a Co-Managing Principal,  Chief Investment Officer (CIO) and Chief Compliance Officer (CCO) of APS Pension & Financial Services, as well as APS Wealth Management, LLC (APSWM) an SEC Registered Investment Adviser, and APS Investment Management (APSIM); an Institutional Fiduciary Services and Registered Investment Advisor Firm. 

His responsibilities as CIO involve overseeing the firm’s investment strategy, as well as setting investment asset allocation policy and direction for all APSIM Risk Based Investment Portfolios, including lead Portfolio Management. He serves as the Chairman and Chief Fiduciary of the APSIM Fiduciary Investment committee. He is also responsible for day-to-day portfolio trading and operational management of the Institutional Fiduciary Business and Wealth Management of client investment policies and accounts. Steven is also Chief Compliance Officer of APSWM, LLC and serves as Pension and Qualified Plan Consultant to the Actuarial Consulting and TPA business. 

APS Investment Management is an Institutional Fiduciary providing ERISA Plan Governance services and Independent Advisory Services to ERISA Qualified Retirement Plans, including DBs, 401(k) and 403(b) plans. APSIM builds and manages Risk-Based Model portfolios as well as conducts Independent Fiduciary Assessments for 401(k) and 403(b) Plans on behalf of the Private and Non Profit Sectors.

Steven started his financial career with Merrill Lynch in New York,NY in 1994. He worked in the Investment Banking/Private Client area, providing Equity portfolio strategy to High Net Worth clients and syndicating Direct Placement programs on Equity New Issues. Steven served in a variety of capacities, from Equity Sales Trader to Equity Strategist, rising to a position of Head of Marketing/Sales in the Emerging Markets Equity Research group. 

Steven received an MBA from the NYU Stern School of Business in 2002 and is a CEFEX certified lead analyst.