Stephen P. McCourt, CFA

Stephen P McCourt_web

Stephen P. McCourt, CFA

Managing Director

Mr. McCourt joined Meketa Investment Group in 1994 and has over 20 years of investment experience. Mr. McCourt is a Managing Principal and Co-Chief Executive Officer of Meketa Investment Group. Mr. McCourt is a Managing Director of the firm and is a member of its Investment Committee, which is responsible for investment decisions made on behalf of all Meketa Fiduciary Management clients. He serves as the lead consultant for several institutional funds, with public, Taft Hartley, endowment, non-profit, and corporate plan sponsors. His 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 Meketa Investment Group Private Equity Investment Committee and is integral to the development and oversight of customized private markets programs. Mr. McCourt is also a member of Meketa Investment Group’s Global Macroeconomic Working Group, and manages the external Global Macroeconomic Advisory Committee.

Mr. McCourt sits on the Steering Committee of the University of California, San Diego (UCSD) Economics Roundtable. 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.

Mr. McCourt 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. Mr. McCourt is also a member of the International Foundation of Employee Benefit Plans.