Broker Check
Steven Lee Yamshon

Steven Lee Yamshon

Managing Principal

Steven Lee Yamshon is a Managing Principal at BFSG and an investment strategist and advisor. He is responsible for asset allocation, investment management, security selection, and research. With over 35 years of experience, Steve provides valuable insights and perspectives on the economy, markets, and investments. Steve is leading Benefit Financial Services Group’s environmental, and socially responsible investing efforts.

Prior to joining BFSG, LLC, Steve was the President and Chief Investment Officer at Stevens First Principles Investment Advisors. He has been teaching investment finance at UCLA for over 25 years and previously was an adjunct scholar at the Von Mises Institute at Auburn University and a Visiting Scholar at the UCLA Anderson Graduate School of Management. He has written 2 books and 32 research papers and case studies on investments, economics, and management.

Steve ‘s educational studies include a B.S. Degree in Environmental Resources from CSU, Sacramento, four master qualifications from the Said Business School, University of Oxford, two year certificate in Engineering Management from Caltech Industrial Relations Center, Certificate in General Management from Harvard Business School and a Certificate in General Management from the Anderson School at UCLA. Steve also studied finance, economics, and management at the Doctoral Degree level at the Anderson School of Management at UCLA as a Visiting Scholar. His PhD is from the International Post Graduate School, Universidad de San Jose which merged into Fundación Empresarial in 1996. His dissertation Human Action and the Securities Markets was praised for its breakthrough research on the melding of Modern Portfolio Theory and the Austrian Trade Cycle Theory. Steve will complete his Advanced Certificate in Technology and Innovation from the Sloan School of Management at MIT in 2020. He is on the Board of Governors at Cedars Sinai Medical Center and is a volunteer field ranger for the U.S. Forest Service.