Steven Jones
Director, Investment Strategy
St. Louis, Missouri, United States
Summary
👤
Senior🎓
Top SchoolSteven Jones is a veteran investment strategist with over 30 years of experience designing investment platforms, capital market assumptions, and model portfolios while overseeing due diligence on roughly $11 billion in AUM. As Director of Investment Strategy at CliftonLarsonAllen he authors the firm’s Outlook, built proprietary portfolio management and forecasting software, and is the driving force behind CLA’s institutional consulting practice. He combines CIO-level responsibilities with hands-on research across equities, fixed income and alternatives, and has a track record of translating thought leadership into white papers and practical tools for advisors and institutional clients. A CFA, CFP and CAIA, Steven pairs deep academic training (MBA, Washington University) with experience leading fixed income research at Mercer and mentoring teams across consulting and wealth management. Notably, he blends strategic planning expertise with software-driven portfolio solutions—an uncommon mix that helps clients align financial forecasts with investment execution.
12 years of coding experience
15 years of employment as a software developer
MBA Business Administration and Management General, MBA Business Administration and Management General at Washington University in St. LouisUniversity of Missouri
Github Skills (5)
midi10
music10
audio9
supercollider8
osc7
Github contributions (5)
plewto/Llia
Apr 2016 - Apr 2018
Contributions:1 release, 729 commits, 1 PR in 2 years
osc-clientaudiosupercollideroscmusic
plewto/Pigiron
May 2021 - Jan 2023
Contributions:328 commits, 5 pushes in 1 year 8 months
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