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Steven C. Case - Principal, Managing Director Professional designations Chartered Financial Analyst (CFA) Series 65 Current responsibility Steve is a principal and managing director at Evaluation Associates. He joined the firm in 2007. 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 the following Milliman committees: Employee Benefits Steering Committee, Employee Benefits Risk Oversight Committee, and Investment Committee. Experience 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. | 