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Stephen Hoefer

Investment Associate

Mt. Vernon Investments

United States, Texas, Dallas

About Me

Stephen Hoefer is a Senior Analyst for a single-family office located in Dallas, TX. Analyze investments across multiple asset classes including Hedge Funds, Public Equities, Private Equity, and Structured Credit. He actively underwrites investments in both developed and emerging markets. Develop asset allocation and risk bucket models as a part of internal portfolio management. Lead member responsible for tracking and developing reports regarding portfolio performance on a weekly basis. He develops models for equity investments within the firm’s portfolio.

Profile Information

Investment Associate

Mt. Vernon Investments

Investment Team

Investor

Family Office

Dallas

Texas

United States

Mar 7, 2025

Work Experience

Mt Vernon Investments

Investment Associate
Jul 2017 - Present
Email: shoefer@mtvrn.com

Multiple Hedge Funds

Hedge Fund
Jun 2016 - Aug 2016

Booz Allen Hamilton

Consulting Intern
Jun 2015 - Aug 2015

Mt. Vernon Investments

Investment Intern
May 2014 - Aug 2014

Mt. Vernon Investments

Investment Intern
May 2013 - Jul 2013

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