advisors

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

1290 Avenue of the Americas
New York, NY 10104

evan.steinberg@morganstanley.com Website 212.893.7501

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

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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