An investment team committed to consistent long-term performance

We ideate, innovate, and target benchmark-beating performance.

The portfolio will be personally overseen by both Steven Choran and Jean Josse. We offer a set of complementary skills, which together create a foundation of experience and expertise.


Steven Choran

Steven has more than 25 years’ experience on Wall Street as an institutional mortgage-backed securities trader. He began his career in 1992 as a collateralized mortgage obligation trader at Salomon Brothers Inc. In 1996, he joined Bank of America to start an Agency MBS trading desk. Steven was quickly promoted to Managing Director and was ultimately responsible for building one of the most well-known and profitable trading desks on Wall Street.

In addition to trading, he was responsible for managing more than 20 traders with a combined balance sheet that frequently exceeded $25 billion. In addition to his institutional trading skill, Steven has extensive experience investing in a variety of asset classes, including equities, forex, futures, rates, private equity, and real estate.

Steven holds an MBA from the Wharton School at the University of Pennsylvania and a bachelor’s degree in civil engineering from McGill University.

Chief Investment Officer

Jean Josse

Jean has been working with high-net-worth individuals, family offices, and institutions for nearly 15 years. His area of expertise is managing portfolios by carefully assessing risk in a constantly evolving market environment.

He began his career on Wall Street in 2004 as a Sales Associate with GunnAllen Financial and was quickly promoted to a Financial Advisor in 2005. In response to that decade’s financial crisis, he developed a trading strategy with built-in risk management parameters that sought to protect a portfolio’s downside while maximizing returns in favorable markets.

In 2010, he began managing individual equity portfolios using the strategy he developed. In addition, he advises clients on private equity, real estate, and initial public offerings. Jean graduated from the University of California at Santa Barbara with a dual major in philosophy and global studies.

See what a different level of specialized investment management can do for you.