Steve Nielander

Membre du Comité d'Investissement chez Cerity Partners LLC

Profil

Mr. Stephen B.
Nielander, CFA MBA, is a Partner at Cerity Partners LLC.
He has over twenty-five years of experience in the investment management and financial services industry with responsibility for investment advice for high net worth individuals and institutional clients.
He collaborates closely with his clients to establish an Investment Policy Statement, asset allocation guidelines and works to ensure adherence as needed.
He is a member of the firm’s Investment Committee, the Asset Allocation Sub-Committee, and he is also the Taxable Fixed Income Asset Class Specialist.
Prior to joining Cerity Partners, he was a Managing Director in Deutsche Bank Private Wealth Management’s Orange County, California office.
He was a member of the US Investment Committee, responsible for asset allocation and manager review for investment assets in client portfolios.
Before joining Deutsche Bank in 1999, he was a Vice President and Executive Portfolio Manager for Bank of America Investment Management.
He received his undergraduate degree from San Diego State University and an MBA from Pepperdine University.

Postes actifs de Steve Nielander

Sociétés	Poste	Début
Cerity Partners LLC	Membre du Comité d'Investissement	01/03/2012

Formation de Steve Nielander

San Diego State University	Undergraduate Degree
Pepperdine University	Masters Business Admin