Steven I. Margulies

Prior to joining Valenzuela Capital Partners, Mr. Margulies was Senior Vice President and a portfolio manager with BMI Capital Corporation, where he was a member of a two-person team responsible for $200 million in small- to mid-cap equities.
Previously, Mr. Margulies was Senior Vice President and an equity research analyst for the firm’s affiliate, Brean Murray & Co., where he provided sell-side research coverage for a broad range of small and mid-cap value companies.
His additional experience includes four years at the law firm of Debevoise & Plimpton as an associate, responsible for structuring, negotiating and drafting corporate finance transactions for both public and private offerings of equity, debt and convertible securities, as well as M&A transactions.
Mr. Margulies holds degrees from New York University - a BS in Economics and Management, where he graduated cum laude and received the Founder’s Day Award for academic excellence, a JD from the School of Law, where he was a Staff Member on the Annual Survey of American Law, and an MBA in Finance from the Leonard N.
Stern School of Business.
He has held Series 7 and Series 63 licenses.