Steve Moen
Senior Director
Biography
As a member of the Client Portfolio Team, Steve is responsible for client relationship management of Galliard’s institutional fixed income clients and their consultants. In this role, he consults with clients and consultants around specific portfolio strategy, account performance, servicing/reporting needs and market developments/new solutions. In addition, Steve assists with new fixed income business development initiatives and contributes to client communications and product positioning materials.
EXPERIENCE
• Joined Galliard in early 2020
• Previously served as Senior Vice President - Securian Asset Management where he was responsible for client relationship management, consultant relations and overall distribution across the firm’s institutional and retail channels
• Prior to Securian, was Executive Director - Retirement Solutions Group at UBS Global Asset Management in Chicago, IL
EDUCATION
• B.S., Finance, Carlson School of Management at the University of Minnesota
• M.B.A., Carlson School of Management at the University of Minnesota
MEMBERSHIPS
• Board Chair – Mission Endowment Fund
• Association of Government Risk Pools
• Defined Contribution Institutional Investment Association
• Former board member - Face to Face Health and Counseling, Inc.