Richard D. Steinberg, CFA
President & Chief Investment Officer
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 and Senior Managing Principal.
Senior Managing Principal
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. Richard 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 is the Lead Portfolio Manager of the ETF and Fixed-Income Strategies. The Steinbergs have hand-picked a team reflective of their philosophy of consistency, experience, education and dedication, with virtually no turnover. In fact, the majority of senior management are shareholders in the firm. The team shares the Steinbergs’ passion 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 is a frequent guest on CNBC and the Nightly Business Report. He is often quoted in the national media outlets.
Richard 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 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 Treasurer of the Jewish Federation of South Palm Beach County and chairs the Finance Committee. Additionally, he serves on the Federation’s Executive Committee as well as its Board of Trustees. Richard has served as Chairman for the Jacobson Jewish Community Foundation of South Palm Beach County and now serves on its Executive Committee, Board of Trustees, and the Governance Committee of the Foundation’s Professional Advisory Committee.
Richard enjoys spending the precious commodity of his free time devoted to his wife and two children, and is an avid collector of fine wine.