Steve Beck

Steve Beck, CFA, is an experienced investment professional with a robust background in managing multi-asset portfolios and fixed income strategies. Beck served as a Senior Investment Analyst at Sempra Energy from January 2013 to June 2016, managing over $8 billion in fund-of-fund portfolios. At Fidelity Investments, from December 2017 to May 2020, Beck held the position of Vice President and Team Leader, focusing on custom investment solutions and quantitative research. Prior experience includes significant roles at The Walt Disney Company, where Beck led a team managing over $10 billion in retirement plan assets, and at Morgan Stanley, where Beck served in various capacities in portfolio management. Beck's educational background includes an MBA from Cornell Johnson Graduate School of Management, expected in 2024, and a BS in Business Administration from Ithaca College. Additionally, Beck was an active member of the CFA Society of San Diego, serving on the Board of Directors as Treasurer.