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Profil
Richard David Steinberg was the founder of Steinberg Global Asset Management Ltd. (founded in 1993) and SG Select LLC (founded in 2012), where he held the titles of President & Chief Investment Officer and President, respectively.
He previously worked as an Analyst at Delphi Management, Inc. in 1991, a Principal at Credit Agricole Securities (USA), Inc. from 1988 to 1992, a Principal at E.F.
Hutton & Co., Inc., and a Principal at Moseley Securities Corp.
in 1987-1988.
Mr. Steinberg received his undergraduate degree from Emory University in 1986.
Anciens postes connus de Richard David Steinberg
| Sociétés | Poste | Fin |
|---|---|---|
Credit Agricole Securities (USA), Inc.
 Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/1992 |
Delphi Management, Inc.
 Delphi Management, Inc. Investment ManagersFinance Delphi specializes in equity securities and offers two types of investment management services: namely, all-cap value portfolio management and small/mid-cap value portfolio management. The firm focuses on a proven value-based strategy driven by bottom-up research rather than market-timing or volatile instruments. | Analyst-Equity | 01/09/1991 |
Moseley Securities Corp. | Corporate Officer/Principal | - |
SG Select LLC
 SG Select LLC Investment ManagersFinance SG Select's equity offerings include: (1) Multi-Cap ETF Portfolio (2) Value Portfolio (3) Growth-at-a-Reasonable Price Portfolio (4) Dividend Portfolio and (5) Concentrated International Value Portfolio. The firm also offers a Fixed-Income ETF Portfolio. SG Select primarily provides model strategies to one or more Unified Managed Programs (UMA). The firm's models and strategies generally consist of domestic and international stocks, bonds, mutual funds and ETFs. One of the UMAs used is Placemark Investments (Placemark). Placemark works with financial institutions and advisors to develop and manage investment solutions and Unified Managed Account programs (UMA). SG Select is a long-term investor, focusing on risk adjusted returns. They utilize traditional methods of security analysis including the stability of a company's financials, management and business plan. Their holding periods tend to be long-term but often depend on market conditions, client objectives and economic circumstances. | Fondateur | - |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services | Corporate Officer/Principal | - |
Formation de Richard David Steinberg
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Steinberg Global Asset Management Ltd.
 Steinberg Global Asset Management Ltd. Investment ManagersFinance Steinberg Global Asset Management generally invests client assets in domestic and international stocks, bonds, mutual funds, and ETFs. The firm is a long-term investor, focusing on risk adjusted returns, based on each client’s needs, cash flow and risk. They utilize traditional methods of security analysis including the stability of a company’s financials, management, and business plan. Their holding periods tend to be long-term but often depend on market conditions, client objectives and economic circumstances. Steinberg seeks to minimize asset turnover and transaction costs with a sensitivity to potential taxes implications. | Finance |
Delphi Management, Inc.
Delphi Management, Inc. Investment ManagersFinance Delphi specializes in equity securities and offers two types of investment management services: namely, all-cap value portfolio management and small/mid-cap value portfolio management. The firm focuses on a proven value-based strategy driven by bottom-up research rather than market-timing or volatile instruments. | Finance |
Credit Agricole Securities (USA), Inc.
Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
SG Select LLC
SG Select LLC Investment ManagersFinance SG Select's equity offerings include: (1) Multi-Cap ETF Portfolio (2) Value Portfolio (3) Growth-at-a-Reasonable Price Portfolio (4) Dividend Portfolio and (5) Concentrated International Value Portfolio. The firm also offers a Fixed-Income ETF Portfolio. SG Select primarily provides model strategies to one or more Unified Managed Programs (UMA). The firm's models and strategies generally consist of domestic and international stocks, bonds, mutual funds and ETFs. One of the UMAs used is Placemark Investments (Placemark). Placemark works with financial institutions and advisors to develop and manage investment solutions and Unified Managed Account programs (UMA). SG Select is a long-term investor, focusing on risk adjusted returns. They utilize traditional methods of security analysis including the stability of a company's financials, management and business plan. Their holding periods tend to be long-term but often depend on market conditions, client objectives and economic circumstances. | Finance |
Emory University
 Emory University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services | Finance |
Moseley Securities Corp. |
