Steve Case, CFA

Loading Events

← Back to Events

Steve Case, CFA

 

Steve Case, CFA, is a Partner in the New York office of Mercer’s Investments business. He joined the firm in 2008 and serves as a generalist investment consultant for large institutional investment clients.  Steve’s 30+ year institutional investment career includes experience as an investment consultant, plan sponsor and investment manager. He has over 25 years of investment consulting experience, working as the practice leader at Evaluation Associates and as a senior consultant for Rogers Casey prior to joining Mercer. He also served as an investment analyst for the AT&T pension investment team, oversaw the sub-advisory and pension assets of AXA Financial / Equitable and served as the manager of the strategic relationship team at Putnam Investments. Steve earned Bachelor in economics from Occidental College and an MBA in finance from Dartmouth’s Amos Tuck School of Business. He is a CFA® charterholder.

 

Upcoming Events

  • There were no results found.

All requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by NYSSA. Requests may be faxed to (212) 541-4677, or emailed to seminars@nyssa.org.

Withdrawals from events, live or streaming, are subject to the following policy:

  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)
  • LESS THAN 24 HOURS OR AFTER EVENT HAS STARTED: No refund

For more information: Policies and Procedures