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Steven Herbert

Executive Director, Office of Investments

​​Steven Herbert leads the Office of Investments and acts as the Chief Investment Officer.

He began his career in institutional investment management in 1997 at Watson Wyatt Investment Consulting, where he consulted with institutional clients in the Southeastern United States and in South America. Following that, he spent seven years with Mercer, where he was the lead consultant for a number of the firm's larger retirement fund clients in the U.S. and in Europe. Mr. Herbert later led Mercer's development of its proprietary investment manager research product, the Global Investment Manager Database (GIMD).

Most recently Mr. Herbert served for nearly three years as Chief Operating Officer of Jacksonville, Florida-based Augustine Asset Management. Prior to that he spent nine-and-a-half years as Director of Institutional Marketing at McKinley Capital Management, where he was responsible for sales, consultant relations, and client service.

Mr. Herbert received his Bachelor of Business Administration with a Decision Sciences concentration and his Master of Business Administration from Georgia State University. He is also a Chartered Financial Analyst® (CFA) Institute charterholder.

312 Whittington Parkway, Suite 010
Louisville, KY 40222

Phone: (800) 928-4646

Fax: (502) 696-8822

Example: 555-555-5555


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