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.

Investment Advisory Services offered through Private Wealth Asset Management
1901 Howard Street, Suite 312 Omaha, Nebraska 68102
www.privatewealth.com

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Private capital and pre-IPO investments are not registered with the Securities and Exchange Commission or any state securities regulator. These investments are generally considered to be long-term, illiquid investments which sometimes carry minimum holding periods and a market for sale or liquidation may not be readily available. Liquidation prior to the end of an investment term generally yields less than originally invested. These investments are subject to special suitability requirements and screening. This process may result in you not being selected as an investor.

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