Brent Steinberg

Brent Steinberg Email and Phone Number

Managing Director at Steinberg Investment Group,Helping Executives, Business Owners & Professionals @ Steinberg Investment Group
Brent Steinberg's Location
Portland, Oregon, United States, United States
Brent Steinberg's Contact Details

Brent Steinberg work email

Brent Steinberg personal email

About Brent Steinberg

We work with a small group of successful Business Owners, Executives, and Professionals, who among other things, aspire to a work optional lifestyle, so we have developed and refined a process that we call The Dynamic Formula, which puts every piece of our clients financial puzzle together, as their lives unfold and their needs evolve. Our process is panoramic and all-encompassing, by engaging all of our clients service providers, so they have the complete picture.Brent.Steinberg@SteinbergInvestmentGroup.Com(503)488-2024Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).For hyperlinks to FINRA and SIPC, please refer to "See Contact Info" section above.Third party posts found on this profile do not reflect the views of LPL Financial an have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am registered to conduct securities business, visit my website at www.steinberginvestmentgroup.com

Brent Steinberg's Current Company Details
Steinberg Investment Group

Steinberg Investment Group

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Managing Director at Steinberg Investment Group,Helping Executives, Business Owners & Professionals
Brent Steinberg Work Experience Details
  • Steinberg Investment Group
    Managing Director
    Steinberg Investment Group Nov 2017 - Present
    Portland, Oregon, Us
    My investment and wealth management practice seeks to optimize a highly disciplined, non-emotional, asset allocation* strategy tailored to each client's personal situation. This process-based approach allows for objectively addressing unique goals, risk tolerance levels, investment objectives, and ultimately each client's financial future. My investment strategy, which I call Large Cap Deep Value, focuses on Blue Chip companies, whose stock prices have been substantially dislocated, with special emphasis on income. My discipline is Quantitative, with a Qualitative tilt that allows me to add expression and subjectivity. I developed this opportunistic strategy more than 26 years ago, and it's been a substantial differentiator for my practice.A graduate of the University of Oregon, I have more than 26 years of experience managing client investment portfolios. I began my career as a Financial Advisor at Piper Jaffray, where I built a successful business by working with affluent families & managing their wealth. In 2017 I joined Steinberg Investment Group as Managing Director.Outside of the office, I volunteer for for several non-profits, enjoy playing tennis, golfing, fishing, and especially spending time with my family.Let's connect: Brent.Steinberg@SteinbergInvestmentGroup.Com
  • D.A. Davidson Companies
    Financial Advisor
    D.A. Davidson Companies Jul 2013 - Nov 2017
    Great Falls, Montana, Us
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors May 1998 - Jul 2013
    St. Louis, Missouri, Us
  • Piper Jaffray
    Financial Advisor
    Piper Jaffray Aug 1994 - Apr 1998
    Minneapolis, Mn, Us

Brent Steinberg Skills

Investments Wealth Management Finance Retirement Planning Series 7 Financial Advisory Financial Analysis Investment Strategies Asset Allocation

Brent Steinberg Education Details

  • University Of Oregon
    University Of Oregon
    Political Science And Government
  • Beaverton High School
    Beaverton High School

Frequently Asked Questions about Brent Steinberg

What company does Brent Steinberg work for?

Brent Steinberg works for Steinberg Investment Group

What is Brent Steinberg's role at the current company?

Brent Steinberg's current role is Managing Director at Steinberg Investment Group,Helping Executives, Business Owners & Professionals.

What is Brent Steinberg's email address?

Brent Steinberg's email address is bs****@****dco.com

What schools did Brent Steinberg attend?

Brent Steinberg attended University Of Oregon, Beaverton High School.

What are some of Brent Steinberg's interests?

Brent Steinberg has interest in Education.

What skills is Brent Steinberg known for?

Brent Steinberg has skills like Investments, Wealth Management, Finance, Retirement Planning, Series 7, Financial Advisory, Financial Analysis, Investment Strategies, Asset Allocation.

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