Richard D. Steinberg, CFA

President & Chief Investment Officer

A Reflection of Tradition. Passion. Innovation.

Richard D. Steinberg, CFA, co-founded Steinberg Global Asset Management, Ltd. in 1993 with his father, Norman Steinberg. He is the firm’s majority shareholder.

Steinberg Global is a Registered Investment Adviser with the Securities and Exchange Commission under the Investment Advisers Act of 1940. The firm provides investment management services utilizing a highly customized approach. Mr. Steinberg oversees a team that actively manages assets for private clients, retirement plans, corporations, foundations, profit-sharing plans and pension accounts.

As President and Chief Investment Officer, Richard Steinberg is the Lead Portfolio Manager of the ETF and Fixed-Income Strategies. The Steinbergs have hand-picked a team reflective of their philosophy, which is consistent, experienced, educated and dedicated, and with virtually no turnover. In fact, the majority of senior management are shareholders in the firm. The team shares the Steinberg’s fervor for financial management excellence that is personal, cordial and customized to every individual. Our philosophy is simple: be available, be flexible, be dedicated, and strive to be the best.

Richard Steinberg is a frequent guest on CNBC and the Nightly Business Report. He is often quoted in the national media outlets.

Mr. Steinberg is a Chartered Financial Analyst and member of both the CFA Society of South Florida and the CFA Institute. His extensive and diverse background includes portfolio management and securities analysis. Prior to co-founding Steinberg Global, his talent was easily recognized during his tenure at several prestigious financial firms, including E.F. Hutton, Delphi Management, Moseley Securities, and Credit Lyonnais Securities. Richard Steinberg is a graduate of Emory University Business School with an undergraduate degree in Finance and supplemental coursework at University College at Oxford University, England.

Richard serves as the Chairman for the Jacobson Jewish Community Foundation of South Palm Beach County and is on the Governance Committee for its Professional Advisory Committee (PAC). Additionally, he serves on the Executive Committee and Board of Trustees for the Jewish Federation of South Palm Beach County.

Richard Steinberg enjoys spending the precious commodity of his free time devoted to his wife and two children, and is a devotee of collecting fine wine.