Steve Case, CFA

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Steve Case, CFA


Steve Case, CFA, is a Partner in the New York office of Mercer’s Investments business. He joined the firm in 2008 and serves as a generalist investment consultant for large institutional investment clients.  Steve’s 30+ year institutional investment career includes experience as an investment consultant, plan sponsor and investment manager. He has over 25 years of investment consulting experience, working as the practice leader at Evaluation Associates and as a senior consultant for Rogers Casey prior to joining Mercer. He also served as an investment analyst for the AT&T pension investment team, oversaw the sub-advisory and pension assets of AXA Financial / Equitable and served as the manager of the strategic relationship team at Putnam Investments. Steve earned Bachelor in economics from Occidental College and an MBA in finance from Dartmouth’s Amos Tuck School of Business. He is a CFA® charterholder.


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