Jason Stevens

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Consumer Services

Finance

Profile

Mr. Jason Stevens is a Strategist at Morningstar Research.
He joined Morningstar in December 2005.
He was previously employed as Financial Analyst by Zurich Alternative Asset Management LLC.
Mr. Stevens received his undergraduate degree from St. John's College, a graduate degree from the Thunderbird School of Global Management, and an MBA from the University of Houston.

Former positions of Jason Stevens

Companies	Position	End
Morningstar, Inc. (Research) Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research	Market Strategist	01/01/2015
Zurich Alternative Asset Management LLC Zurich Alternative Asset Management LLC Investment ManagersFinance ZAAM seeks to achieve superior risk-adjusted investment returns relative to liabilities. The firm invests solely on behalf of Zurich affiliates worldwide, providing asset allocation, investment selection and investment management across hedge funds, private equity and US real estate. Investment opportunities in each asset class are identified and researched by a team of 30 investment professionals according to a well-defined, disciplined investment process and within the investment guidelines and local requirements of the Zurich affiliates for whom they manage investments.	Analyst-Equity	01/06/2004

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Linked companies

Private companies	5
Thunderbird School of Global Management Thunderbird School of Global Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Houston University of Houston Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Zurich Alternative Asset Management LLC Zurich Alternative Asset Management LLC Investment ManagersFinance ZAAM seeks to achieve superior risk-adjusted investment returns relative to liabilities. The firm invests solely on behalf of Zurich affiliates worldwide, providing asset allocation, investment selection and investment management across hedge funds, private equity and US real estate. Investment opportunities in each asset class are identified and researched by a team of 30 investment professionals according to a well-defined, disciplined investment process and within the investment guidelines and local requirements of the Zurich affiliates for whom they manage investments.	Finance
Morningstar, Inc. (Research) Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research	Finance
St. John's College St. John's College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services