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Stephen Mccourt

Managing Director at Meketa Fiduciary Management

Officer recordForm ADV filed 26 March 2026

Stephen Mccourt is Managing Director of Meketa Fiduciary Management, LLC, a Carlsbad investment adviser.

Career

Stephen Mccourt has been Managing Director of Meketa Fiduciary Management since January 2015. Stephen Mccourt is a control person of the firm and directly owns under 5% of it. Stephen Mccourt holds an Undergraduate degree in Economics and Political Science from the University of Vermont. Stephen Mccourt studied ALM in History at Harvard University.

Meketa Fiduciary Management, LLC is a Carlsbad, CA firm with $20.1B under management, 44 clients and 1 adviser across 6 offices, as of its March 2026 filing.

Meketa’s prospectus biography says Stephen McCourt joined in 1994 and has served as lead consultant for institutional funds. It lists an ALM in History from Harvard and undergraduate study in Economics and Political Science at the University of Vermont.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Professional designations

Listed by Meketa Fiduciary Management

  • Chartered Financial Analyst designation (CFA Institute)

Individual registration and examination information for Stephen Mccourt is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Stephen Mccourt
CRD
4632294
Record basis
Form ADV officer listing
Firm bio
meketa.com

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Stephen Mccourt work?

Stephen Mccourt has been Managing Director of Meketa Fiduciary Management, LLC since January 2015, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 26 March 2026

Is Stephen Mccourt a CFA charterholder?

Meketa Fiduciary Management lists Stephen Mccourt with the CFA credential (“Chartered Financial Analyst designation (CFA Institute)”) on its website. CFA Institute confirms certification status.

Source: MEKETA FIDUCIARY MANAGEMENT, LLC

Leadership at Meketa Fiduciary Management

Sources

  1. IAPD individual lookup, CRD 4632294. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Meketa Fiduciary Management, LLC, filed 26 March 2026. Title, control and ownership bands.
  3. Meketa Fiduciary Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

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