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.


Stephen Hoefer
Investment Associate
Mt. Vernon Investments
United States, Texas, Dallas
About Me
Profile Information
Investment Associate
Mt. Vernon Investments
Investment Team
Investor
Family Office
Dallas
Texas
United States
Aug 24, 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
More profiles to browse
KH
Kelly Hohertz
Investment Advisor
You Might Like
RD
Russ Degitz
Principal
Huntington University
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
DH
Dennis Hanson
Principal
Jamison Hanson
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank