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Office of Investments Team

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) and acts 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. 

READ MR. WILLER'S BIOGRAPHY

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.

READ MR. GILBERT'S BIOGRAPHY

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.

READ MR. CHIU'S BIOGRAPHY

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.

READ MR. CRAWFORD'S BIOGRAPHY


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 meets each quarter to review the work of the investments team and external money managers. The Committees present quarterly reports to their respective Board 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:

Kentuck Public Pensions Authority

Office of Investments

312 Whittington Parkway, Suite 010

Louisville, KY 40222

Phone: (502) 696-8443


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