Please complete the CAPTCHA to continue
@steinbergerconsulting.com
✓
2 phones found area 678
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Lane Steinberger, Cfa is listed as Partner, Private Wealth Manager at Creative Planning, a with 631 employees, based in Alpharetta, Georgia, United States. AeroLeads shows a work email signal at steinbergerconsulting.com, phone signal with area code 678, and a matched LinkedIn profile for Lane Steinberger, Cfa.
Lane Steinberger, Cfa previously worked as Partner at Creative Planning and Principal at Wipfli Financial Advisors (Sold To Creative Planning, Llc). Lane Steinberger, Cfa holds Doctorate Of Business Administration, Finance from Georgia State University - J. Mack Robinson College Of Business.
This section adds company-level context without repeating Lane Steinberger, Cfa's masked contact details.
AeroLeads found 1 current-domain work email signal for Lane Steinberger, Cfa. Compare company email patterns before reaching out.
Lane has more than a 25 years of experience in banking, corporate finance, and investment management. After attending North Carolina State University, he began his career at Bank of America (NationsBank) in Charlotte, NC working on the currency trading desk. He then attended the International MBA program at the University of South Carolina, where he studied international finance in Vienna, Austria and Bangalore, India. Upon receiving his MBA, he was recruited by BellSouth in Atlanta, GA where he first worked as a financial analyst before moving onto the management team of BellSouth's $16 billion pension fund. During this time, Lane managed a $5 billion fixed income/bond portfolio while also working as the fund's asset allocation strategist, managing the asset allocation of the entire pension portfolio and benefit trusts. He also holds the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations. He is a member of the Atlanta Society of Financial Analysts, and the CFA Institute. Lane enjoys anything outdoors and loves to run, bike, hike, camp, read, and travel during his free time.
Listed skills include Business Administration, Analysts, International Finance, and Finance.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Alpharetta, Georgia, United States
Creative Planning provides comprehensive wealth management services including investmentmanagement, financial planning, charitable planning, retirement plan consulting, tax planning, andestate planning services
Georgia, United States
Georgia
Steinberger Consulting oversees investment and portfolio management for registered investment advisors, foundations, and endowment committees. Our services include: Portfolio construction and asset allocation, Reviewing and analyzing your current portfolio, and investment committee management
Alpharetta, Ga
Handle development, implementation, and management of investment policy allocations for 300 client portfolios including $650,000,000 stock, bond, and alternative portfolios. Manage 40 client relationships and educate clients on investments, retirement planning, estate planning, and tax management. Collaborate with clients to establish and implement financial plans.•Serve as Director of Research, and oversee selection and due diligence for equity, fixed income, and alternative investments while managing research of financial markets and economic trends.•Spearhead the Redwood Investment Committee to present, discuss, and debate ideas that impact the investment portfolio.•Lead retirement planning team to devise models in order to conduct planning scenarios for clients and advisors.
Cumming, Ga
Corporate Finance course
Established a financial advisory and investment management firm that managed customized portfolios of stocks, bonds and mutual funds and provided comprehensive financial planning for emerging affluent individuals and families.
Portfolio Management•Served as investment manager for assigned $5 billion fixed income asset class in pension fund and VEBA trusts, including: -Managed outsourced investment accounts through appropriate review of investment strategy and analysis of aggregate asset class/sub-class portfolios - Proposed investment strategy as appropriate considering market conditions and the portfolios’ absolute and relative positioning- Sourced and analyzed professional investment manager/organization service providers and negotiating key business terms in legal documents - Conducted formal account reviews Asset Allocation Strategist•Managed aggregate asset class allocations among equities, fixed income and alternatives, including monitoring the market’s risk and reward profile and ensuring all asset classes are within policy. •Developed an asset allocation policy and constructed portfolios for the pension,
Charlotte, North Carolina Area
•Analyzed hedging strategies to protect against currency risk related to international cash flows, offshore acquisitions, and foreign loans.•Coordinated with three team members on a trading desk, and managed a customer base of more than 300 large and middle market corporations. •Managed portfolio of corporate customers in three states. Collaborated with lead relationship managers and other product areas to prospect and win banking business.
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
Zach White
Colleague at Creative PlanningDallas-Fort Worth Metroplex, United States
View →
JK
Jason Krupa
Colleague at Creative PlanningHuntersville, North Carolina, United States
View →
AY
Ashley Young
Colleague at Creative PlanningHarrisonville, Missouri, United States
View →
MM
Mike Mcbee
Colleague at Creative PlanningSpring, Texas, United States
View →
JM
Jake Mongler, Mba, Cfp®
Colleague at Creative PlanningMadison, Wisconsin, United States
View →
BD
Brittany Del Favero, Cpfa®
Colleague at Creative PlanningScottsdale, Arizona, United States
View →
DS
David Shropshire
Colleague at Creative PlanningOlathe, Kansas, United States
View →
JS
John Simonson, Cfp®
Colleague at Creative PlanningOmaha, Nebraska, United States
View →
JC
John Cullen
Colleague at Creative PlanningKansas City Metropolitan Area, United States
View →
GL
Gary Lyons
Colleague at Creative PlanningWashington Dc-Baltimore Area, United States
View →
Dissertation: Structural and Return Characteristics of Mid-Capitalization Firms: A Study Into The Myth Around The Superior Returns.
Joint program with Vienna University of Economics and Business
Joint program with University of South Carolina
Study abroad program for MBA students sponsored by the Department of Education
Quick answers generated from the profile data available on this page.
Lane Steinberger, Cfa works for Creative Planning.
Lane Steinberger, Cfa is listed as Partner, Private Wealth Manager at Creative Planning.
AeroLeads has found 1 work email signal at @steinbergerconsulting.com for Lane Steinberger, Cfa at Creative Planning.
AeroLeads has found 2 phone signal(s) with area code 678 for Lane Steinberger, Cfa at Creative Planning.
Lane Steinberger, Cfa is based in Alpharetta, Georgia, United States while working with Creative Planning.
Lane Steinberger, Cfa has worked for Creative Planning, Wipfli Financial Advisors (Sold To Creative Planning, Llc), Steinberger Consulting Usa, Redwood Wealth Management (Sold To Wipfli Financial Advisors), and University Of North Georgia - Mike Cottrell College Of Business.
Lane Steinberger, Cfa's colleagues at Creative Planning include Zach White, Jason Krupa, Ashley Young, Mike Mcbee, and Jake Mongler, Mba, Cfp®.
You can use AeroLeads to view verified contact signals for Lane Steinberger, Cfa at Creative Planning, including work email, phone, and LinkedIn data when available.
Lane Steinberger, Cfa holds Doctorate Of Business Administration, Finance from Georgia State University - J. Mack Robinson College Of Business.
Lane Steinberger, Cfa is listed with skills including Business Administration, Analysts, International Finance, and Finance.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts