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Evan Steinberg

Evan Steinberg

Formal First Name
Evan
Location
New York

With over 20 years of experience in the financial services industry, Evan Steinberg formulates and implements highly-customized investment strategies in accordance with wealth management challenges. He is a Managing Director and Private Wealth Advisor at Morgan Stanley Private Wealth Management, where specializes in strategic and tactical asset allocation, portfolio construction, due diligence and risk management. Prior to joining Morgan Stanley, he previously worked at UBS Private Wealth Management and Oppenheimer. Before starting his financial services career in 1995, he practiced law at a large New Jersey firm for 14 years.

Professional Experience

Academic History

Accolades and Recognition

  • Forbes America's Top 250 Wealth Advisors, 2020
  • Forbes Best-in-State Wealth Advisors, 2020
  • Barron's Top 1,200 Financial Advisors, 2020
  • Series 63 and Series 65 licenses


Community Involvement

  • Valley Hospital President's Council
  • American Cancer Society

Warnings and Disclaimers

The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.

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