Summary
Stephen Swensen is a results-driven investment executive and entrepreneur with 15 years of experience designing multi-asset portfolios and building institutional-grade, options-aware strategies. As CIO and Co-Founder of Atlas Investment Management and Managing Partner & CIO of Helion Strategies, he leads portfolio construction, research, and execution across equities, fixed income, alternatives, and volatility-targeted options frameworks for ~$250M in client assets. He combines dual master’s degrees in investment management and an MBA with hands-on quant and engineering skills—having built production trading pipelines using Python, SQL, and Azure—to tighten risk precision and automate live trading. Known for bridging traditional wealth management with systematic fund design, he has a track record of improving efficiency and delivering differentiated returns through disciplined, data-driven processes. Colleagues cite his collaborative leadership and emphasis on continuous improvement, while his background in drafting and analytics gives him an unusual practical bent for systems design and operational resilience.
15 years of coding experience
8 years of employment as a software developer
Master of Business Administration - MBA, Investments and Securities, Master of Business Administration - MBA, Investments and Securities at Creighton University's Heider College of Business
Bachelor of Arts (B.A.), Political Science and Public Law, Bachelor of Arts (B.A.), Political Science and Public Law at Utah Valley University
English, Russian