Stephen P. McCourt, CFA

Managing Principal / San Diego Office

Mr. McCourt is in his seventeenth year at Meketa Investment Group. He received his graduate degree, a Master of Liberal Arts (ALM) in History, from Harvard University, and his undergraduate degree in Economics and Political Science from the University of Vermont. Mr. McCourt received the Chartered Financial Analyst designation from the CFA Institute and is a member of the CFA Society of San Diego, the Boston Security Analysts Society, the CFA Institute, and the International Foundation of Employee Benefit Plans.

Mr. McCourt serves as the lead consultant for several institutional funds, with public, Taft-Hartley, endowment, non-profit, and corporate plan sponsors. His consulting work includes investment policy design, strategic and tactical asset allocation modeling, asset-liability modeling, investment education, and investment manager analysis. In addition, Mr. McCourt is a member of the firm's Private Equity Investment Committee and is integral to the development and oversight of customized private markets programs.

Mr. McCourt speaks at numerous industry events including the Investment Education Symposium, the Corporate Funds Summit, the Endowment and Foundation Forum, the Global Investing Summit, the Private Equity Summit, and the International Foundation of Employee Benefit Plans (IFEBP) Annual Employee Benefits Conference. Mr. McCourt's research papers entitled "Monitoring Investment Managers" and "Pension Fund Investing and the State of American Public Finance" have been published in the IFEBP's Employee Benefit Issues publication.