Steve Harris

Steve Harris, CFA, serves as Principal and Strategic Initiatives Leader at Edward Jones, where responsibilities include leading the Strategic Initiatives team within the fee-based products group, focusing on the design and innovation of managed investing solutions. Previously, Harris held various roles at Edward Jones, including UMA Platform Management Leader and Product Manager, where contributions included managing product design and providing portfolio consulting. Additionally, Harris is a Mentor at SixThirty Global FinTech Seed Fund and served as Co-Chair of the Leadership Pathway at the Money Management Institute. Educational credentials include an MBA in Finance from Washington University in St. Louis and a CFA Charterholder designation. Harris's early career included roles at Anheuser-Busch, Inc. and Burr and Forman, LLP.