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Jeff Steiner
Partner, Senior Portfolio Manager at Private Wealth Asset Management, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Private Wealth Asset Management | Partner, Senior Portfolio Manager | Feb 2023 to Present | — |
| U.S. Bank | Senior Vice President, Senior Portfolio Manager, U.S. Bank Private Wealth Management | Jun 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 Bank | Chief Investment Officer's Assistant and Portfolio Manager | Jun 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-Champaign | Research Assistant | Jul 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 Advisors | Bond Analyst | Jul 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
Others at Private Wealth Asset Management, LLC (7)
| Name | Role | Location |
|---|---|---|
| Partner, Portfolio Manager | Midland, TX , United States | |
| Founding Partner and Portfolio Manager | Austin, TX , United States | |
| Partner, Senior Portfolio Manager | Omaha, NE , United States | |
| Investment Research Analyst | Marion, IA , United States | |
| Chief Investment Officer | IA , United States | |
| Partner, Senior Portfolio Manager | Omaha, NE , United States | |
| Investment Research Analyst | San Antonio, TX , United States |
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