Steven Lee

Steven Lee Yamshon, PhD

Managing Principal

Steven Lee Yamshon is a Managing Principal at Benefit Financial Services Group and a member of the Investment Committee. With over 35 years of experience, Steve provides valuable insights and perspectives on the economy, markets, and investments.

Prior to joining BFSG, LLC, Steve was managing clients and investments at Stevens First Principles Investment Advisors and Security Pacific National Bank. He has been teaching investment finance at UCLA for over 25 years.  He has written 2 books and 32 research papers and case studies on investments, economics, and management. His dissertation Human Action and the Securities Markets was praised for its breakthrough research on the melding of Modern Portfolio Theory and the Austrian Trade Cycle Theory.

Steve earned his Bachelor of Science Degree with honors in Environmental Resources from CSU, Sacramento. His master qualifications and post-doctorate certificate in Management and Finance is from the University of Oxford, Said Business School. He is a graduate of Harvard Business School’s Owner President Management Program and earned his Certificates in Digital Transformation, Technology, and Innovation from Sloan School of Management at MIT. Steve also studied finance, economics, and management at the Doctoral Degree level at the Anderson School of Management at UCLA as a Visiting Scholar. His PhD is from the International Post Graduate School, Universidad de San Jose which merged into Fundacion Empresarial in 1996. He is on the Board of Governors at Cedars Sinai Medical Center and is a volunteer field ranger for the U.S. Forest Service.

What is your personal motto or mantra?
Accountability and Responsibility.

Outside of my professional career I am passionate about:
the environment and the US Forest Service.

What’s your favorite travel destination?
The UK.

The one word or phrase that best describes me is:
Loyal, honest, and trustworthy.

If you were a superhero, what superpower would you have?
I would like to be the invisible man.