Steve Jones, CFA

  • Bachelor of Science, Finance, Illinois State University
  • Master of Business Administration, Northwestern University
  • CFA® Charterholder

Steve covers alternatives/private investments at AndCo. In his role, he serves clients needs by conducting asset allocation analysis, manager due diligence and selection in both traditional and alternative asset classes.

Steve has over 20 years of investment experience including asset allocation and manager selection.  Most recently he was a senior researcher at Mercer where during his tenure he covered traditional equity and alternatives strategies.  He also served in roles on the Outsourced CIO Investment Committee, which was responsible for asset allocation and manager selection on Mercer-managed client accounts, as well as a member on the Manager Research Evaluation Committee on multiple asset classes.  Prior to Mercer, Steve worked at Allstate Insurance where he performed asset allocation modeling and investment performance monitoring for numerous fixed-income portfolios supporting the firm’s product lines.