$1.9B Omaha private bank team joins Private Wealth. Meet the team here →

private wealth

Jeffrey Steiner

Partner, Senior Portfolio Manager

Years of Experience: 30 years

Educational Background:

  • University of Illinois, MBA
  • Texas A&M University, BA in Finance
  • Sauk Valley Junior College, Associate Degree in Engineering

Other Notable Information:

  • Jeffrey focuses on helping clients understand their investments and how they support their plans for the future.
  • From seniors to grandchildren and any age in between, he works with a variety of clients to help them successfully manage their investments. He also works with the Foundations and Endowments team regularly to meet his clients’ goals.
  • Jeffrey is a proud member of the board of directors for the Girl Scouts of Eastern Missouri and currently sits on their finance committee.
  • He spent 3 years in the United States Army and 5 years in the United States Army Reserves.
  • He has been married for 27 years and has three children.