Steve Case

Steve is an institutional investment expert, having worked as an investment consultant, plan sponsor, and investment manager. He has provided investment advisory and solutions services to large plan sponsors, insurers, health care organizations, foundations, family offices, and other asset pools across the globe for over 40 years. He has a particular focus on evaluating the institutional constraints that exist within client governance structures to assure investment mandates are appropriately implemented.

Steve has experience advising on and implementing digital, advisory, and OCIO investment solutions with clients of all sizes and sophistication. He has wide-ranging experience working with large public retirement systems and sovereign wealth funds.

He began his investment career working with the AT&T pension fund and transitioned into a career that focused on advising institutional investors on all aspects of their investment process. Steve is recognized as a leading implementer of creative, forward-thinking solutions that blend what is possible in the marketplace with what is possible forhis clients. Until late 2020, Steve worked as a Partner for Mercer Investments and worked with many of their most prominent clients for over a decade. He held prior investment roles at Evaluation Associates, RogersCasey, AXA/Equitable, Rockefeller Foundation, and Putnam Investments.

Steve earned his MBA from the Amos Tuck School at Dartmouth College and an AB from Occidental College in Los Angeles. He is a Certified Financial Analyst.