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Professional designations
Chartered Financial Analyst
Current responsibility
Steve is managing director at Evaluation Associates. He joined the firm in 2007.
Experience
Steve brings broad industry experience and proven leadership skills to the firm. He has overall responsibility for the management of Evaluation Associates, including client service, business development, and thought leadership for key investment issues. Steve works with the firm's consulting and research teams to enhance its strategic partnering model across its diversified client base. He is chair of the firm’s Executive Committee and serves on Milliman's Employee Benefits Steering Committee and Investment Committee.
Steve is an experienced veteran of the investment consulting industry, having served most recently as managing director with Rogerscasey. During his distinguished career in the investment industry, he has also held senior positions with AXA Financial and Putnam Investments.
Education
MBA, Finance, Amos Tuck School of Management at Dartmouth College
Undergraduate degree, Economics, Occidental College | 