Jeffrey Steiner
Partner, Senior Portfolio Manager
Jeff is a Partner and Senior Portfolio Manager at Private Wealth Asset Management, bringing over 30 years of experience to his role. He is dedicated to helping clients at all stages of life—ranging from seniors to grandchildren—understand their investments and align them with their future plans. Jeffrey frequently collaborates with the Foundations and Endowments team to ensure his clients’ goals are met.
In addition to his professional commitments, he serves on the board of directors for the Girl Scouts of Eastern Missouri and is an active member of their finance committee. His background includes three years in the United States Army and five years in the Army Reserves.
Jeff has been married for 27 years and is the proud father of three children.
Years of Experience:
Educational Background
- University of Illinois, MBA
- Texas A&M University, BA in Finance
- Sauk Valley Junior College, Associate Degree in Engineering
Community Involvement
Personal Q&A
What quality/qualities make you stand out to your clients or coworkers?
Clients choose me because they know how passionate I am about what I do. I tell every client / person I meet that I want to die at my desk at 102 and I really mean it. I breathe, eat, and sleep helping people with their Investment needs.
What do you consider your biggest accomplishment at Private Wealth?
Helping people realize their financial goals.
Where are you from? Where did you grow up?
I grew up in Sterling, Illinois, whose claim to fame is that it is next to Dixon, Illinois—the boyhood home of Ronald Reagan.
What are your hobbies or favorite things to do in your free time?
Reading the WSJ and learning new things.
Favorite TV show, movie, or band?
TV Show – Homeland.
Movie – Rogue One.
Band – U2
What motivates you or makes you happiest in your role?
Getting to do what I love. My favorite thing is waking up, having a cup of coffee, and knowing that I get to help people realize their financial goals each and every day.
What is the best piece of financial advice you ever received?
To thine own self be true.
Where is the coolest place you’ve ever visited, or want to visit?
An Ice Room in Stockholm, Sweden. It was really cool and maybe downright cold.
Favorite Food?
Pizza from my hometown. I can’t say the name of the place because the notoriety may prove too much.
Tell us about your family, pet(s) or give a fun fact about yourself!
My family is the best family in the world. Nothing more needs to be said.