J. Stephen Castellano is the founder of Ascendere Associates LLC, an equity research and a registered investment advisory firm based in New York City.
Mr. Castellano has over 15 years of diversified experience in finance and analytical consulting studies, including more than 10 years of experience in equity research.
At PaineWebber, Warburg Dillon Read and Credit Lyonnais Securities he developed fundamental equity valuation models and conducted in-depth financial and supply/demand research on the steel and telecom services industries, including valuation studies for major investment banking transactions and for industry clients.
At Boston Private Value Investors, he developed basic quantitative models for stock idea generation and also provided general fundamental equity research coverage.
Steve received an MBA from the F. W. Olin School of Business at Babson College (2005) and a BA from Oberlin College (1993).
Steve’s career history is highlighted below:
- Ascendere Associates, LLC (2009-Present)
- Boston Private Value Investors , Equity Research Analyst (2005-2009)
- Pyramid Research, Contract Consultant, Telecom Services (2002-2003)
- Credit Lyonnais Securities, Equity Research VP, Telecom Services (2000-2001)
- Warburg Dillon Read, Equity Research Associate, Telecom Services (1999-2000)
- PaineWebber, Equity Research Associate, Editor Steel & Nonferrous (1995-1999)
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