Stephen Meier

Sales & Marketing at

Sequoia System International

Commercial Services

Finance

Consumer Services

Profile

Stephen Meier is currently working as a Marketing Director at Sequoia System International.
Prior to this, he worked as a Product Manager at Morningstar, Inc., a Principal at Ibbotson Associates, Inc., and a Principal at DWS Scudder Distributors, Inc. He completed his undergraduate degree from The University of Colorado.

Stephen Meier active positions

Companies	Position	Start
Sequoia System International Sequoia System International Miscellaneous Commercial ServicesCommercial Services Provides on-site training programs	Sales & Marketing	-

All active positions of Stephen Meier

Former positions of Stephen Meier

Companies	Position	End
Ibbotson Associates, Inc. Ibbotson Associates, Inc. Investment ManagersFinance Ibbotson Associates Advisors specializes in asset allocation investment strategies. The firm employs a top-down, research-based investment approach. This approach begins with the development of asset class models and then integrates quantitative and qualitative analyses to screen for appropriate investments. Ibbotson has extensive experience in forecasting and the use of mean-variance optimization and multi-scenario sensitivity analysis to construct portfolios. Ibbotson relies on the principles of modern portfolio theory to develop model portfolios. They first forecast the long-term returns and volatility of each asset class. Then they apply mean-variance optimization, resampling and multi-scenario sensitivity analysis to develop asset class models with the appropriate expected levels of risk and return. Finally, investment managers are analyzed and selected to populate the asset class models. Ibbotson Associates regularly reviews the status of the investments within a portfolio to ensure that the asset allocations remain in balance. They look for style drift and performance that is not meeting expectations.	Corporate Officer/Principal	-
DWS Scudder Distributors, Inc. DWS Scudder Distributors, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides investment solutions	Corporate Officer/Principal	-
MORNINGSTAR, INC.	Corporate Officer/Principal	-

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Linked companies

Private companies	5
Morningstar, Inc. Morningstar, Inc. Financial Publishing/ServicesCommercial Services Operates as a investment insights company that provides investment and wealth management & credit rating services	Commercial Services
Ibbotson Associates, Inc. Ibbotson Associates, Inc. Investment ManagersFinance Ibbotson Associates Advisors specializes in asset allocation investment strategies. The firm employs a top-down, research-based investment approach. This approach begins with the development of asset class models and then integrates quantitative and qualitative analyses to screen for appropriate investments. Ibbotson has extensive experience in forecasting and the use of mean-variance optimization and multi-scenario sensitivity analysis to construct portfolios. Ibbotson relies on the principles of modern portfolio theory to develop model portfolios. They first forecast the long-term returns and volatility of each asset class. Then they apply mean-variance optimization, resampling and multi-scenario sensitivity analysis to develop asset class models with the appropriate expected levels of risk and return. Finally, investment managers are analyzed and selected to populate the asset class models. Ibbotson Associates regularly reviews the status of the investments within a portfolio to ensure that the asset allocations remain in balance. They look for style drift and performance that is not meeting expectations.	Finance
The University of Colorado The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
DWS Scudder Distributors, Inc. DWS Scudder Distributors, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides investment solutions	Miscellaneous
Sequoia System International Sequoia System International Miscellaneous Commercial ServicesCommercial Services Provides on-site training programs	Commercial Services