Evaluation Associates

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					Evaluation Associates Bio

Steven J. Formanek
Principal, Director of Operations & Compliance


Steve is a principal and director of operations     Certified Investment Management Analyst
and compliance at Evaluation Associates. He
joined the firm in 1988 and has more than 25       AFFILIATIONS
years of industry experience. Steve is a
member of Evaluation Associates’ Executive          Member, Investment Management
Committee and has responsibility for the day-       Consultants Association
to-day management of the firm, including            Member, Money Management Institute
compliance, finance, information technology,
marketing, and operations. Steve also serves       EDUCATION
on Milliman’s Employee Benefit Risk Oversight
Panel and Technology Committee.                     MBA, Management Information Systems,
                                                    University of Bridgeport
EXPERIENCE                                          BS, Accounting, Shippensburg State
Steve has held several positions at Evaluation
Associates since 1988, leading in-house
software development, integration of third-party
products and services, and network planning
and deployment. Prior to joining Evaluation
Associates, Steve was vice president and
director of information systems at Retirement
System Group in New York. He has also
served as adjunct instructor of computer
science at Norwalk Community and Technical

200 Connecticut Avenue, Suite 700
Norwalk, CT 06854 USA
Tel +1 203 855 2212 Fax +1 203 855 2301

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