advisors

Evan L. Steinberg CIMA®, Managing Director––Wealth Management, Private Wealth Advisor Steinberg Forman Group

Evan L. Steinberg, managing director–wealth management and private wealth advisor, has been in the financial services industry for 21 years, serving institutions and private clients. His areas of focus include strategic and tactical asset allocation, portfolio construction, due diligence and risk management. Prior to entering the financial services industry in 1995, Evan was a practicing attorney at a large New Jersey law firm. He received his BA from Georgetown University, his JD from Rutgers University Law School and his CIMA® designation from the Wharton School of Business at the University of Pennsylvania.

At a Glance

  • 1290 Avenue of the Americas
    New York, NY 10104

  • Financial Services Experience

    21 years

  • Compensation Method

    Asset-based and commissions (investment and insurance products)

  • Primary Custodian for Investor Assets

    Morgan Stanley Smith Barney LLC

  • Assets Under Management $1.8 billion (team, as of 12/31/16)
  • Minimum Fee for Service None
  • Largest Client Net Worth $1 billion
  • Professional Services Provided
    • Planning
    • money management services
    • investment and insurance products

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