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The Steinberg Forman Group at Morgan Stanley Private Wealth Management

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. Todd J. Forman, executive director and private wealth advisor, has worked in the financial services industry for 15 years. His areas of focus include financial planning and portfolio construction. In addition to being a CERTIFIED FINANCIAL PLANNERTM, Todd was a practicing attorney at Schulte Roth & Zabel LLP in New York City. He earned his BA from the University of Wisconsin–Madison and his JD from Seton Hall University School of Law.

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