Key Experience and Qualifications
With over 30 years of leadership and investment management experience across different firms, Stephen Kovach developed and implemented the strategy that launched the firm, which embodies our culture and exemplifies our values. His commitment to client service combined with industry and investment product knowledge has led the firm through progressive levels of growth and development.
- His commitment to talent development and workforce diversity extends to the firm’s unwavering goal of providing investment and wealth management services to a diverse client base.
As the primary face of the firm, he actively seeks extensive interaction with our clients, investors, and others who can provide the types of products and services that are beneficial to our clients.
Steve is involved in all aspects of the firm’s strategic growth, and he leverages all available relationships to ensure that our clients receive an unparalleled level of experience. He is not afraid to roll up his sleeves, get on the phone, and make sure that clients needs are satisfied.
Career Highlights
- Chief Executive Officer — Global Advisers, LLC (April 2014 – present)
Vice President, Client Management — Affinnova (January 2007 – May 2008)
- Market Research Analyst — Eduventures (March 2005 – September 2006)
- Research Associate — Harvard Kennedy School of Government (May 2004 – May 2006)
Other Professional Associations
- CFA Institute — Regular Member (2000 to present)
- CFP Board — Member number 156933 (2018 to present)
Education
- Harvard Law School — Executive Education | International Finance (2023)
- Harvard Business School — Economics for Managers, Financial Accounting, Business Analytics (2016 – 2017)
- Harvard University — MA, Government (2012 – 2014)
- University of Oxford — Undergraduate Advanced Diploma in History (2005 – 2006)
- Harvard University — BA, Government (1999 – 2005)
