Stephen Funnell, CFA

  • Works closely with stakeholders to provide financial advisory services on both lender and debtor side engagements
  • Experience across various industries, including retail, consumer products, oil & gas, and manufacturing
  • Has extensive financial modeling experience
  • Grocery & Food Distribution
  • Healthcare
  • Manufacturing, Automotive & Industrials
  • Marine Transportation
  • Trucking and Logistics
  • Education
  • Financial Services
  • Real Estate

Mr. Funnell has over seven years of experience in financial advisory services focusing on analysis, valuation, and liquidations. He works closely with company owners, management teams, private equity groups, lenders and investors across various industries, building in-depth financial models. He also has experience with asset divestitures, due diligence, and working capital management.

Before joining Carl Marks Advisors, Mr. Funnell worked at Tiger Group LLC, where he served as a Manager of Financial Analysis, focusing on both lender and debtor side engagements, providing effective solutions to distressed companies’ critical issues.

Mr. Funnell holds a B.S. in Business Administration from Bryant University and is a Chartered Financial Analyst.

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