Steven Meves

Chief Investment Officer @Old Second National Bank

Chicago, IL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2016 — Present

Chief Investment Officer @Old Second National Bank

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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

1994 — 1997

Wisconsin School of Business

BBA, Finance, Economics

2002 — 2005

The University of Chicago Booth School of Business

Master of Business Administration (M.B.A.), Accounting, Finance, & Entrepreneurship

SKILLS

Investment AdvisoryAsset AllocationMutual FundsEquity ResearchDerivativesSeries 7EquitiesEquity ValuationFinancial ModelingAsset ManagmentValuationInvestmentsDue DiligenceHedge FundsPortfolio ManagementFinanceOptionsChartered Financial AnalystSecuritiesInvestment StrategiesAlternative InvestmentsPrivate EquityInvestment ManagementFinancial ServicesBloomberg

ABOUT STEVEN MEVES

Chief Investment Officer | Driving Portfolio Growth & Innovation in Wealth & Asset Management

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Steven Meves — Chief Investment Officer at Old Second National Bank in Chicago, IL, US | Unifers