Evan L. Steinberg’s 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’s areas of focus include financial planning and portfolio construction. 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.
Growing To Serve You Better
The direct byproduct of this growth is our unwavering commitment to the fiduciary promise for our clients, empowering us to build an enduring firm that will serve future generations.
Do You Want to Pay Less Tax?
There are generally three places you can give your money—family, charity, or the IRS. The goal of tax planning should be to make sure you give most of it to the first two.
The Path to Lasting Impact: Strategies for Purposeful Giving
In addition to being entrusted with your most valuable assets, financial advisors are equipped to deploy resources to support philanthropic priorities by recognizing tax-efficient giving strategies, exploring charitable giving vehicles, and identifying opportunities for maximum impact.
Investment Strategies for a Low-Growth EconomyÂ
Rather than plan for a recession that may or may not come next year, create a financial plan for the economy we are living in right now.
