![Steinberg Colin](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 invests in companies located in the United States. The firm focuses on market leading products, processes and technologies. It provides equity financing for growth stage capital requirements. | Consultant / Advisor | 01/04/2019 |
Anciens postes connus de Steinberg Colin
| Sociétés | Poste | Fin |
|---|---|---|
| BANK OF AMERICA CORPORATION | Consultant / Advisor | 30/04/2019 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Bank of America Corp.
 Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
Schechter Private Capital LLC
Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital invests in companies located in the United States. The firm focuses on market leading products, processes and technologies. It provides equity financing for growth stage capital requirements. | Finance |
