![Stephen Bersey](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Stephen Bersey
Director of Research - Equity at
HSBC Securities (USA), Inc.
Profile
Stephen Bersey is currently Head of US Technology Research at HSBC Securities (USA), Inc. since 2023.
Former positions include Managing Director at Bear Stearns International Ltd. in 2002; Senior Equities Analyst at Bear, Stearns & Co., Inc.; Principal at Citicorp, Inc. in 2000; Principal at DWS Investment Management Americas, Inc.; Principal at Cowen & Co. LLC; Senior Vice President & Senior Research Analyst at C.L.
King & Associates, Inc. from 2011 to 2012; Research Analyst at Daiwa Capital Markets America, Inc. from 2020 to 2023; Senior Software Analyst at Burke & Quick Partners LLC from 2014 to 2015; Principal at Grant Thornton LLP in 2014; Principal at Allied Signal Aerospace, Inc.; Vice President at Gerard Klauer Mattison & Co., Inc.; Principal at BMO Capital Markets Corp.
(Broker) in 1998;.
Principal at The Mitsubishi Trust & Banking Corp.
(US) in 2007; Analyst at MUFG Securities Americas, Inc.; and Principal at Bellcore Holdings Corp.
Education includes undergraduate and graduate degrees from New Jersey Institute of Technology and an MBA from The Leonard N Stern School of Business conferred in 1998.
Stephen Bersey active positions
| Companies | Position | Start |
|---|---|---|
HSBC Securities (USA), Inc.
 HSBC Securities (USA), Inc. Regional BanksFinance Provides banking and financial services | Director of Research - Equity | 01/03/2023 |
Former positions of Stephen Bersey
| Companies | Position | End |
|---|---|---|
Daiwa Capital Markets America, Inc.
 Daiwa Capital Markets America, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/03/2023 |
Bear Stearns International Ltd.
 Bear Stearns International Ltd. Investment Banks/BrokersFinance A security broker firm. | Analyst-Equity | 30/10/2002 |
Gerard Klauer Mattison & Co., Inc.
 Gerard Klauer Mattison & Co., Inc. Investment Banks/BrokersFinance Provides financial services such as investment banking, equity trading, asset management and management consulting services | Corporate Officer/Principal | - |
MUFG Securities Americas, Inc.
 MUFG Securities Americas, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Allied Signal Aerospace, Inc.
 Allied Signal Aerospace, Inc. Aerospace & DefenseElectronic Technology Manufactures aircraft parts & systems | Corporate Officer/Principal | - |
Training of Stephen Bersey
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
91
1st degree connections
18
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 18 |
|---|---|
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Finance |
Citicorp, Inc.
 Citicorp, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiaries provides banking services | Finance |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DIMA typically invest in securities that appear to offer the best potential to meet client needs, which may include any number of factors such as: yield, value, growth, income, etc. The firm utilizes a variety of quantitative and qualitative techniques in trying to meet clients' investment objectives. Portfolio management constructs the strategy using a combination of top-down macro views and bottom-up research along with risk management strategies. | Finance |
Cowen & Co. LLC
 Cowen & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
C.L. King & Associates, Inc.
 C.L. King & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Daiwa Capital Markets America, Inc.
Daiwa Capital Markets America, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
HSBC Securities (USA), Inc.
HSBC Securities (USA), Inc. Regional BanksFinance Provides banking and financial services | Finance |
Burke & Quick Partners LLC
 Burke & Quick Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Bear Stearns International Ltd.
Bear Stearns International Ltd. Investment Banks/BrokersFinance A security broker firm. | Finance |
Grant Thornton LLP
 Grant Thornton LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting, assurance, tax and advisory services | Commercial Services |
Allied Signal Aerospace, Inc.
Allied Signal Aerospace, Inc. Aerospace & DefenseElectronic Technology Manufactures aircraft parts & systems | Electronic Technology |
Gerard Klauer Mattison & Co., Inc.
Gerard Klauer Mattison & Co., Inc. Investment Banks/BrokersFinance Provides financial services such as investment banking, equity trading, asset management and management consulting services | Finance |
New Jersey Institute of Technology
 New Jersey Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BMO Capital Markets Corp. (Broker)
 BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
The Mitsubishi Trust & Banking Corp. (US)
 The Mitsubishi Trust & Banking Corp. (US) Major BanksFinance Provides commercial banking services | Finance |
MUFG Securities Americas, Inc.
MUFG Securities Americas, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Bellcore Holdings Corp. | |
The Leonard N Stern School of Business
 The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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