Steve Doire, Cpa, Cfa, Cpcu
About Steve Doire, Cpa, Cfa, Cpcu
Steve Doire is an experienced financial professional serving as EVP – Strategic Client and Platform Advisory at Clearwater Analytics. He has a strong background in advising clients on various asset classes and has held leadership roles at several financial institutions, including Deutsche Asset Management and KPMG.
Work at Clearwater Analytics
Steve Doire serves as the Executive Vice President of Strategic Client and Platform Advisory at Clearwater Analytics. He has held this position since 2020 in Greater Boston. In this role, he architects interactive client portals and advises insurance company executives on investment strategies. His responsibilities include collaborating with CEOs, CFOs, and CIOs to enhance investment approaches and optimize client engagement.
Experience at DCS Financial Consulting, LLC
Since 2019, Steve Doire has been the Owner and President of DCS Financial Consulting, LLC in Boston, MA. In this capacity, he utilizes his extensive experience in preparing RFP responses and developing pitch book strategies for client presentations. His leadership at DCS Financial Consulting emphasizes strategic advisory services across various asset classes.
Professional Background
Steve Doire has a diverse professional background, having worked in various roles within the financial services industry. He was a Managing Director at Deutsche Asset Management, where he led the Americas Insurance Asset Management and served as the Head of Insurance Client Solutions from 1997 to 2018. Prior to that, he worked as a Senior Auditor at KPMG from 1988 to 1990.
Education and Expertise
Steve Doire earned a Bachelor of Business Administration (BBA) in Accounting from Bryant University, where he studied from 1984 to 1988. His educational background supports his extensive expertise in GAAP and statutory accounting, federal tax considerations, and insurance regulation of investments. He is also a CPA, CFA, and CPCU, which further enhances his qualifications in the finance and investment sectors.
Achievements and Innovations
Steve Doire is a patented inventor of 'Book Yield Attribution,' showcasing his innovative approach to financial technology. He has contributed to the implementation of the Blackrock Solutions Aladdin investment management system and collaborated with developers on Cognos Reporting to manage the P&L of the insurance business. His work reflects a commitment to advancing financial strategies and technology in the industry.