Bio

Joe Stevens, CFA is Vice President of Bolton Investment and has nearly 20 years of investment consulting experience to help clients make financially sound decisions to aligned with their long-term goals, with a particular focus on multiemployer Taft-Hartley plans.

Prior to joining Bolton, Joe worked as an Area Senior Vice President and Assistant Area Director for Gallagher Fiduciary Advisor’s Investments practice. In this position, Joe was responsible for helping to advise institutional clients on strategic investment planning and fiduciary best practices, was a member of the firm’s Research Committee, and served as the head of multi-asset and U.S. equity manager research during his tenure.

He is a CFA Charterholder and has a bachelor’s degree in financial economics from The University of Maryland, Baltimore County, and an MS in Finance from Johns Hopkins.