Profil
Colin Steinberg advises high net worth families and individuals on investments, financial planning, and insurance.
Colin joined Schechter in 2019.
Prior to Schechter, Colin spent two and a half years working as a financial advisor at Merrill Lynch, in addition to one year working as an annuity sales internal at Lincoln Financial in Philadelphia, PA.
Colin graduated from the University of Wisconsin-Madison with a degree in Economics and Communications.
Colin has built on his technical proficiency by earning certifications including a Certified Financial Planner (CFP®) designation and a Chartered Retirement Planning Counselor (CRPC®).
Colin currently lives in Michigan where he enjoys exercising, cooking, eating, and spending time outdoors.
Postes actifs de Steinberg Colin
| Sociétés | Poste | Début |
|---|---|---|
Schechter Private Capital LLC
 Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital LLC (Schechter Private Capital) is a private equity subsidiary of NFP Holdings LLC founded in 2016. The firm is headquartered in Birmingham, Michigan. | Consultant / Advisor | 01/04/2019 |
Anciens postes connus de Steinberg Colin
| Sociétés | Poste | Fin |
|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Consultant / Advisor | 30/04/2019 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Entreprise privées | 1 |
|---|---|
Schechter Private Capital LLC
Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital LLC (Schechter Private Capital) is a private equity subsidiary of NFP Holdings LLC founded in 2016. The firm is headquartered in Birmingham, Michigan. | Finance |