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
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)