Steve Miller, CFA

Greater Pittsburgh Area United States

Senior Consultant, Writer, Providing Clients with Investment Insight

Finance / Banking / Insurance

Steve Miller has over 10 years’ experience educating large plan sponsor clients (avg size > $16 billion AUM) on using tools to evaluate their plan performance and risk. As a senior consultant managing servicing of these relationships Steve’s learned all clients face unique challenges and deserve customized solutions for evaluating their investment strategies. Examples include building a multi-asset class attribution report for a client to help them deconstruct performance for their portfolio of 700 investment managers. Along with implementing a performance measurement framework for $2 billion of private equity investments including reporting on currency hedging program for international l...