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Stephen Margaria

Stephen Margaria is a manager research analyst for Morningstar. He covers multi-asset and alternative strategies.

More From Stephen Margaria

More About Stephen Margaria

Stephen Margaria is a manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers multi-asset and alternative strategies.

Before joining Morningstar in 2022, Margaria worked as a trader/research analyst for SOL Capital Management, where he traded stocks, bonds, mutual funds, exchange-traded funds, and currencies in high-net-worth client accounts and provided market and investment-specific research. Prior to that, he was a client services associate at HB Retirement, where he was part of a team that provided financial planning and investment services to individual clients. Additionally, he worked with the investment team to develop a target-date fund analysis tool and administer the firm's model portfolios.

Margaria holds a bachelor's degree in economics from Kenyon College. He is also a Level II candidate in the Chartered Financial Analyst® program.

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