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Overview
Steven Galloway, CFA, CAIA is a Partner at Parson’s Hill Group. He specializes in positioning sophisticated investment strategies, drafting technical white papers, and conducting quantitative analysis to identify competitive advantages. With an international business background, extensive M&A experience, and a Master Black Belt in Six Sigma (a process focused on problem solving through critical thinking and applied statistics), Steve also manages special projects for clients, both within and outside of the investment management industry.
Steve’s diverse and highly quantitative background spans business administration, international M&A, and operations. Over the last 20 years, Steve has helped corporations achieve their financial goals by evaluating the impact of financing and restructuring strategies, implementing cost-effective transactions, and developing processes to improve administrative and manufacturing operations. Today, he concentrates his efforts on enhancing PHG’s offerings with a corporate finance perspective and a robust, data-driven approach.
Experience
Prior to PHG, Steve served as a Director at Thermo Fisher Scientific, Inc., a Fortune 500 company, where he oversaw tax reporting for investor and governmental filings and developed financial models to evaluate the impact of corporate restructuring strategies. Steve’s experience also includes four years at PricewaterhouseCoopers LLP, where he developed and reported international restructurings for his corporate clients. Prior to PwC, Steve was a project manager at Xerox Corporation, where he developed new products and created financial models to evaluate capital allocation and product investment decisions.
Personal
Steve is both a CFA® and a CAIA® charterholder and holds three advanced degrees. He received his Master of Business Administration in accounting, finance, and information systems from the University of Rochester. Steve also holds a Master of Tax degree from the Northeastern University Graduate School of Business Administration and a Master of Science in materials science from the University of Rochester. He also holds a Certificate in ESG Investing from the CFA Society United Kingdom.
Steve graduated Cum Laude from Bucknell University with a BS/BA in chemical engineering and philosophy and was inducted into both the Phi Beta Kappa Society for liberal arts and the Tau Beta Pi Society for honors in engineering. A dedicated triathlete, Steve is a six-time IRONMAN® Finisher (2.4 mile swim, 112 mile bike, and 26.2 mile run), a five-time marathon finisher, and a Masters Swimming medal winner at the Massachusetts Bay State Games.
Overview
Rose Galloway, CFA, CAIA, CSRIC is a Partner at Parson’s Hill Group. Rose has served in many different marketing roles over a two-decade period — from RFP writer in a single-strategy boutique to Director of Marketing for a multinational conglomerate. Today, she delivers practical solutions to the challenges that marketing professionals face. Rose’s particular areas of expertise include developing branding programs that help organizations create consistent, compelling corporate identities; new business presentations that emphasize competitive advantages and client benefits; and presentation coaching that prepares sales professionals, analysts, and portfolio managers to deliver effective and engaging presentations.
Experience
Prior to forming PHG in 2008, Rose was Director of Marketing for Old Mutual Asset Management, the U.S. asset management group of Old Mutual plc, a Global Fortune 500, FTSE 100-listed financial services company. At Old Mutual, she was responsible for promoting the brand through corporate brand identity, advertising, public relations, and corporate events, and working extensively with Old Mutual’s 20 investment management affiliates in support of their individual marketing, sales, and client services goals.
Rose has served in a number of additional marketing capacities within the industry. These include Senior Vice President/Manager of Defined Contribution Marketing at Putnam Investments, Vice President/Director of Institutional Marketing for Deutsche Asset Management, and Director of Investment Communications at Cadence Capital Management. Rose began her career as a Portfolio Analyst at investment consulting firm Jeffrey Slocum & Associates, where she conducted manager research, prepared materials for finalist presentations, reported on managers’ quarterly performance, and led 401(k)-participant training programs for the firm’s defined contribution clients.
Personal
Rose is a Chartered Financial Analyst, Chartered Alternative Investment Analyst, and Chartered SRI Counselor. She is a member of the CFA® Society of South Carolina and a member of the CAIA® Boston Chapter. Rose graduated Magna Cum Laude with a BA in English from Williams College, where she was inducted into the Phi Beta Kappa Society. A former competitive amateur ballroom dancer, Rose won several awards in events across the U.S. and Puerto Rico before turning her energies toward triathlons, completing a full-distance IRONMAN® (2.4 mile swim, 112 mile bike, and 26.2 mile run) in 2010.
