Steve McCoy

Background

About Steve McCoy

As CEO of iJoin, a market-leading retirement fintech, Steve McCoy is an outspoken advocate for transforming the retirement industry to one that is more successful in delivering on its promise of better retirement outcomes. His leadership of iJoin focuses on creating technology-enabled pathways that create personalized investment experiences that help millions of people achieve income sufficiency in retirement. Steve’s passion is informed by more than 30 years of executive and sales-management experience focused on leading organizations through periods of rapid growth. Prior to iJoin, Steve was CEO of 3D Asset Management, an innovative financial technology platform providing ETF model portfolios, technology and practice-management solutions to fee-based financial advisers. Previously, As Executive Vice President for Sales and Marketing at Byram Healthcare, Steve’s team created the largest direct sales organization in the industry and completed more than 30 acquisitions to drive revenue growth from $20MM to $160MM over an eight-year period.Before working at Byram, Steve served as sales executive for a number of firms in the financial services industry, consulting with large institutions in areas of corporate finance, asset/liability management, specific securities transactions and investment banking. Steve also served as Principal for a Western branch office of Wall Street-based R.C. Government Securities and was Vice President for five years for Prudential Securities, where his team administered an institutional advisory practice for its Pacific South region.Undergrad in Business Administration from California State University, Los Angeles. Has held many Securities Exchange Commission licenses and an Investment Management Analyst certification.