Steven Herbert, CFA®
Executive Director, Office of Investments
Mr. Herbert is responsible for leading the Office of Investments at the Kentucky Public Pensions Authority (KPPA) as its Chief Investment Officer. He is also a Chartered Financial Analyst® (CFA) Institute charterholder.
READ MR. HERBERT'S BIOGRAPHY
Steve Willer, CFA®
Deputy Executive Director, Office of Investments
Mr. Willer has over 25 years of institutional asset management experience and is responsible for helping oversee the Office of Investments at the Kentucky Public Pensions Authority (KPPA) and managing the fixed income investments.
Mr. Willer joined KPPA in April 2020 as Fixed Income Division Director. Previously, he was a Senior Portfolio Manager and Strategist at the Commonwealth Bank of Australia, where he was responsible for developing and implementing portfolio strategies, asset allocations and hedging strategies.
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Joe Gilbert IV, CAIA
Director of Public Equity Assets
Mr. Gilbert is responsible for the general oversight and evaluation of all domestic and international equity investments, as well as internally managed portfolios.
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Anthony Chiu,
CFA®
Director of Private Equity and Alternative Assets
Mr. Chiu is responsible for managing Private Equity and Alternative Investments for KPPA.
Mr. Chiu has earned an MBA from Duke University's Fuqua School of Business and a Bachelor of Arts in Economics with honors from Stanford University. Additionally, he is a Chartered Financial Analyst® (CFA) Institute charterholder. CFA members must annually certify that they will abide by the CFA Code of Ethics because of their industry designations.
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Jared Crawford
Investment Research Analyst
Mr. Crawford is responsible for monitoring existing investment mandates in terms of performance, attribution, exposures, risks, and compliance with strategy guidelines, and assists with reconciling fees paid. He also participates in negotiation, review, and completion of investment contracts.
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For more information about the industry designations mentioned above, click on the logos below:
CERS and KRS Boards of Trustees Investment Committees
The Investment Committees meet each quarter to review the work of the investments team and external money managers. The Committees present quarterly reports to their respective Boards of Trustees, laying out investment performance, compliance reports, and any recommendations for the Systems' portfolios.
The Boards employ industry-leading external consultants to assist in determining and reviewing the asset allocation guidelines and the performance of both the internally- and externally-managed assets.
For more information about our external service providers, including consultants and investment advisors, please see our
Annual Reports and
Summary Annual Reports.
KPPA Office of Investments Location
Louisville Office:
Kentucky Public Pensions Authority
Office of Investments
312 Whittington Parkway, Suite 010
Louisville, KY 40222
Phone: (502) 696-8443