Bourne Financial Group, LLC
Steve Case is an experienced investment professional currently serving as Chief Investment Officer at Bourne Financial Group, LLC since May 2017, where responsibilities also include Vice President of Investments & Asset Management. Prior to this role, Case held the position of Chief Investment Officer at Water Oaks Capital from March 2011 to May 2017 and at iUnit from October 2015 to April 2017, contributing to the development of sustainable living communities. Earlier experience includes serving as Senior Financial Analyst at CNL Financial Group, where Case evaluated investment opportunities for a $3 billion real estate investment trust, and as an analyst at JP Morgan. Steve Case holds a degree in Business Management and Marketing from Pepperdine University, completed in 2006.
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