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Colin Steinberg

Our Team

Investment Advisor

Colin Steinberg

Colin Steinberg advises high net worth families and individuals on investments, financial planning, and insurance. Colin joined Schechter in 2019. Prior to Schechter, Colin spent two and a half years working as a financial advisor at Merrill Lynch, in addition to one year working as an annuity sales internal at Lincoln Financial in Philadelphia, PA.

Colin graduated from the University of Wisconsin-Madison with a degree in Economics and Communications. Colin has built on his technical proficiency by earning certifications including a Certified Financial Planner (CFP®) designation and a Chartered Retirement Planning Counselor (CRPC®). Colin currently lives in Michigan where he enjoys exercising, cooking, eating, and spending time outdoors.

 

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