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Merrimack College, MS

Former Companies

Board Director
CEO / President
Founder & CEO
Director, International Data Product Management

Current Financial Organizations

Managing Director

Former Financial Organizations

Chief Investment Officer
VP, Investment Research
Executive Director, International Technology (Europe/Asia)
VP, Mutual Fund & Brokerage Technology

Web Presences


Stephen Campbell

Steve Campbell is presently Managing Director and Head of the North America Family Office Group for Citi Private Bank.

He was previously Chief Investment Officer for a Seattle-based family office where he managed a large, diverse portfolio of equity, fixed income and alternative investments, leading both direct investments and third party manager selection.

In addition, he was Managing Director of a nationally-focused venture fund and led over 20 investments in such companies as,




Sapphire Energy,

Heartland Robotics .

Steve was CEO of two successful early stage financial software companies,

Devonshire Technology (which he founded and sold to Fidelity Investments in 1998) ,

Capital Stream (acquired by HCL Technologies) .

Steve spent his early career (1989 tO 1998) in Senior Executive roles managing both technology development and investment research activities for Fidelity Investments in the U.S. and Europe / Asia .

He was V.P. of equity and fixed income trading technology, V.P of mutual fund systems, V.P. of investment research (for the $800B asset management company FMRCo) and headed-up all technology development for Fidelity International ($10B in AUM) with staff in Europe, Asia and Bermuda.

In addition, Steve led various M&A efforts reporting the Chairman of Fidelity Investments.

Steve began his career with Interactive Data Corporation, a (then) division of the Chase Manhattan Bank, in corporate finance.

Steve is a Graduate of Merrimack College and completed the 1998 Stanford Executive Program and the Graduate School of Business at Stanford University.

Recent Milestones



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