Steven Meves
Chief Investment Officer @Old Second National Bank
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WORK HISTORY
Chief Investment Officer @Old Second National Bank
Oakbrook Terrace, IL, US
As CIO, I lead the investment strategy for Old Second Wealth Management, overseeing $2B in client assets across equity, fixed income, and multi-asset portfolios while guiding a team to deliver top-quartile performance.Key Achievements- Directed $2B+ in client assets, consistently achieving top-quartile results- Delivered a 200-bps annualized portfolio performance improvement and 5× business line growth through disciplined process redesign and team execution- Chaired the Asset Allocation Strategy, Investment Policy, and Proxy Voting Committees; Managing Director of the firm’s RIA subsidiary- Modernized investment monitoring with real-time analytics and technology integration, improving portfolio risk profiles- Led enterprise-wide budgeting, forecasting, and P&L management to align growth with profitability goals- Built and mentored high-performing teams while fostering alignment with organizational objectives- Served as a trusted advisor to the Board of Directors, providing guidance on performance trends and market outlook.
EDUCATION
Wisconsin School of Business
BBA, Finance, Economics
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Accounting, Finance, & Entrepreneurship
SKILLS
ABOUT STEVEN MEVES
Chief Investment Officer | Driving Portfolio Growth & Innovation in Wealth & Asset Management
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