Stephen P. McCourt, CFA

Stephen works with clients in developing investment policy and strategy, evaluating and selecting investment managers, executing investment policy, and assisting with a wide variety of other investment functions. He serves as the co-CEO of Meketa Investment Group, directing the firm’s business strategy and execution.

Education, Credentials, and Memberships

• BA, University of Vermont
• ALM, Harvard University
• CFA^® charterholder, CFA Institute

Community

Stephen has been an active contributor to the CFA Society San Diego. He has sat on the Steering Committee of the University of California, San Diego (UCSD) Economics Roundtable and is a member of the UCSD Economics Leadership Council, which strives to bridge research theory with practical real-world experiences.

Stephen and his wife Angela have also been active supporters of the Young Survival Coalition in San Diego, which supports young women diagnosed with Breast Cancer.

My goal each day is to elevate those around me and the valuable work they do for our clients.