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Jeff Steiner

Jeff Steiner

Partner, Senior Portfolio Manager at Private Wealth Asset Management, LLC

St. Louis, MO , United States

About

Jeff Steiner serves as Partner and Senior Portfolio Manager at Private Wealth Asset Management, LLC, in St. Louis, MO, where he leads the local office’s portfolio management and sits on the firm’s investment committee. With over 30 years of experience, Steiner advises successful families, multigenerational clients, foundations, and endowments, focusing on comprehensive asset management and strategic investment planning tailored to each client’s unique financial goals. His role covers asset allocation across equities, fixed income, and alternative investments, with a special emphasis on aligning investments to support clients’ long-term objectives and legacy needs.

Prior to joining Private Wealth Asset Management in 2023, Steiner spent nearly 27 years at U.S. Bank Private Wealth Management as Senior Vice President and Senior Portfolio Manager, where he advised on approximately $1 billion in assets. He began his career at Mercantile Bank as Chief Investment Officer’s Assistant and Portfolio Manager. Steiner is known for his deep client relationships and his collaborative approach, often working with specialized teams to integrate concierge services, estate, and insurance solutions alongside traditional asset management.

Steiner holds an MBA in Finance from the University of Illinois Urbana-Champaign and a BBA in Finance from Texas A&M University. He is active in the nonprofit sector as a board member and finance committee participant for the Girl Scouts of Eastern Missouri. Additionally, his background includes military service (U.S. Army and Reserves), further emphasizing his commitment to service and discipline in his professional and personal life.

Career History

OrganizationRoleDate RangeDetails
Private Wealth Asset ManagementPartner, Senior Portfolio ManagerFeb 2023 to Present
U.S. BankSenior Vice President, Senior Portfolio Manager, U.S. Bank Private Wealth ManagementJun 1996 to Feb 2023
I offer investment services to build and maintain wealth for my clients utilizing an integrated approach for both short and long term goals. I maintain and review asset allocations based on client ri...
Mercantile BankChief Investment Officer's Assistant and Portfolio ManagerJun 1996 to Apr 2000
In my early years at Mercantile Bank (which was bought by U.S. Bank in 2002 and detailed above), I worked directly for the Chief Investment Officer of the Trust Department. During this time, I manage...
University of Illinois at Urbana-ChampaignResearch AssistantJul 1994 to May 1996
As a student in the a Masters of Business Administration program, I also worked as a Research Assitant in the Office of Cash Management for the University of Illinois. During the two years of work, I...
Eagle Global AdvisorsBond AnalystJul 1992 to May 1994
Eagle Global worked with both large families as well as many institutions thoughout Texas and the Southwest. As a bond analyst, I analyzed bonds for their suitablity to be put into client accounts. ...

Education

University of Illinois Urbana-Champaign

MBA, Finance

1994 1996

Texas A&M University

BBA, Finance

1989 1992

Sterling High School

Human Relations

1980 1984

Skills & Expertise

Portfolio Management
Wealth Management
Investment Management
Asset Managment
Investments
Fixed Income
Wealth Management Services
Equities
Mutual Funds
Alternative Investments
Investment Strategies
Credit Analysis
Asset Management
Securities
Strategic Financial Planning
Private Banking
Hedge Funds
Investment Advisory
Equity Research
Bonds
Financial Planning
Investment Portfolios
Portfolio Optimization
ETFs

Others at Private Wealth Asset Management, LLC (7)

NameRoleLocation
Bryan Jarman
Bryan Jarman
Partner, Portfolio ManagerMidland, TX , United States
Debra Wilkens
Debra Wilkens
Founding Partner and Portfolio ManagerAustin, TX , United States
Tyler Schlumpf
Tyler Schlumpf
Partner, Senior Portfolio ManagerOmaha, NE , United States
Beth Rodriguez
Beth Rodriguez
Investment Research AnalystMarion, IA , United States
Brett Halley
Brett Halley
Chief Investment OfficerIA , United States
Cfp® Leslie Miller
Cfp® Leslie Miller
Partner, Senior Portfolio ManagerOmaha, NE , United States
Katherine Johnson
Katherine Johnson
Investment Research AnalystSan Antonio, TX , United States

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