Team
Stephen Rose
Managing Partner & Chief Investment Officer
As Chief Investment Officer, Stephen leads the firm’s portfolio construction and asset allocation strategies. His experience spans over a decade of successful investing in the public capital markets. Bringing specialized knowledge including financial analysis, asset valuation and global market dynamics. Prior to forming PrimeHarbor, Stephen Spent many years in commercial banking and financial services. He holds FINRA Series 7 and 65 licenses.
Outside of work, Stephen is an avid chess player and enjoys hunting during the season.
Wyatt Yennard
Managing Partner & Chief Financial Officer
As Chief Financial Officer, Wyatt is responsible for overseeing the firms overall financial operations and plays a key role in understanding the unique financial needs of each client. Prior to forming PrimeHarbor, Wyatt spent many years in the accounting field, specializing in financial reporting and analysis. Wyatt brings a sharp eye for knowing what’s suitable for businesses and individuals. His blend of technical skill and personal connection with each client’s situation makes him a trusted resource for navigating complex financial decisions. Wyatt holds FINRA Series 7, 65 and 27 licenses.
In his free time, you’ll find him fishing and pursuing his passion for photography.
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