Profiel
Mr. Steven J.
Center, CFA MBA, is a Senior Vice President at Callan LLC.
He works with a variety of fund sponsor clients, including corporate defined benefit and defined contribution plans, public plans, multi-employer plans, endowments, and foundations.
His responsibilities include client service, investment manager reviews, performance evaluation, research and continuing education, business development, and coordinating special client proposals and requests.
Mr. Center is a member of Callan's Manager Search Committee and a shareholder of the firm.
He joined Callan in 2010 as a Vice President and fixed income investment consultant in Callan's Global Manager Research group.
He was responsible for research and analysis of fixed income investment managers and assisted plan sponsor clients with manager searches.
Prior to joining Callan, Mr. Center was a Senior Research Associate with Wurts & Associates.
In this role, he was responsible for the review and oversight of U.S.
equity and fixed income strategies.
Previously, he spent five years with Alan Biller & Associates where he was responsible for both investment research and performance measurement for defined benefit and defined contribution plans.
Mr. Center began his investment career in 1997 in the Cooperative Universe Services group at Wilshire Associates.
He received his BA in Economics degree from the University of California, Irvine and his MBA with honors from the University of Washington.
He is also a holder of the Chartered Financial Analyst designation, a member of the CFA Institute and the CFA Society of Seattle.
Eerdere bekende functies van Steve Center
Bedrijven | Functie | Einde |
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Verus Advisory, Inc.
Verus Advisory, Inc. Investment Banks/BrokersFinance Verus Advisory, Inc. provides investment consulting services. Its services include investment policy development, manager searches, asset allocation, and performance evaluation. The company was founded by William Wurts in 1986 and is headquartered in Seattle, WA. | Corporate Officer/Principal | 31-12-2009 |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Corporate Officer/Principal | - |
Alan D. Biller & Associates, Inc.
Alan D. Biller & Associates, Inc. Investment ManagersFinance Alan D. Biller & Associates, Inc. (ADB) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Alan D. Biller in 1982. ADB provides investment consulting services to US institutional investors. | Corporate Officer/Principal | - |
Opleiding van Steve Center
University of Washington | Masters Business Admin |
University of California, Irvine | Undergraduate Degree |
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Bedrijven in privébezit | 3 |
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Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
Verus Advisory, Inc.
Verus Advisory, Inc. Investment Banks/BrokersFinance Verus Advisory, Inc. provides investment consulting services. Its services include investment policy development, manager searches, asset allocation, and performance evaluation. The company was founded by William Wurts in 1986 and is headquartered in Seattle, WA. | Finance |
Alan D. Biller & Associates, Inc.
Alan D. Biller & Associates, Inc. Investment ManagersFinance Alan D. Biller & Associates, Inc. (ADB) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Alan D. Biller in 1982. ADB provides investment consulting services to US institutional investors. | Finance |