Joe Stevens

Joe Stevens is Vice President of Bolton Investment. He has 20 years of investment consulting experience helping clients make sound financial decisions aligned with their long-term goals. Joe manages Bolton Investment's consulting and analyst staff, serves on Bolton's Investment Committee, and works directly with clients on defined benefit, defined contribution, and OPEB plans, among others.

Before joining Bolton in 2025, Joe was an Area Senior Vice President and Assistant Area Director in Gallagher Fiduciary Advisors' investments practice. There, he advised institutional clients on strategic investment planning and fiduciary best practices, served on the firm's Research Committee, and led multi-asset and U.S. equity manager research during his tenure.

Joe is a CFA charterholder and is Series 65 registered. He holds an M.S. in Finance from Johns Hopkins University and a B.A. in Financial Economics from the University of Maryland, Baltimore County.