Stephen J. Cucchiaro

Windhaven

Chief Investment Officer

Stephen Cucchiaro is the chief investment officer of Windhaven Investment Management, Inc., a Boston-based global investment advisory firm, managing over $12 billion in assets, for individuals, trusts, retirement plans, foundations and endowments.

Through his research, Cucchiaro has developed a proprietary model of key economic, fundamental and behavioral relationships driving the global capital markets. In 2010, The Charles Schwab Corporation (Windhaven's parent company) purchased the assets and intellectual property of Windward Investment Management, a company founded by Cucchiaro. Prior to founding Windward, he held positions as a management consultant, senior economist and technology entrepreneur. He was president and co-founder of Datext which was sold to Lotus Development Corporation, and president of ICAD which he helped position for IPO and sale to Oracle Corporation.

Cucchiaro has appeared on Bloomberg TV and Radio, CNBC and the Nightly Business Report and has been quoted in The Wall Street Journal, Barron's, The Financial Times, Forbes and Businessweek. During the late 1970s, he was a member of the U.S. Olympic Team in yacht racing and became national champion of his class in 1978 and Gold Medalist in the 1979 Pan American Olympic Games.

Cucchiaro earned a B.S. degree in Mathematics at Massachusetts Institute of Technology (M.I.T.) and an M.B.A. degree in finance at Wharton, where he began to apply the principles of nonlinear dynamic systems from science and engineering to portfolio theory and investment management.

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