Steve Nielander

Steve Nielander

Miembro del Comité de Inversión en Cerity Partners LLC .

Consumer Services
Finance

Perfil

Mr. Stephen B.
Nielander, CFA MBA, is a Partner at Cerity Partners LLC.
He has over twenty-five years of experience in the investment management and financial services industry with responsibility for investment advice for high net worth individuals and institutional clients.
He collaborates closely with his clients to establish an Investment Policy Statement, asset allocation guidelines and works to ensure adherence as needed.
He is a member of the firm’s Investment Committee, the Asset Allocation Sub-Committee, and he is also the Taxable Fixed Income Asset Class Specialist.
Prior to joining Cerity Partners, he was a Managing Director in Deutsche Bank Private Wealth Management’s Orange County, California office.
He was a member of the US Investment Committee, responsible for asset allocation and manager review for investment assets in client portfolios.
Before joining Deutsche Bank in 1999, he was a Vice President and Executive Portfolio Manager for Bank of America Investment Management.
He received his undergraduate degree from San Diego State University and an MBA from Pepperdine University.

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Miembro del Comité de Inversión 01/03/2012
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Formación de Steve Nielander.

San Diego State University Undergraduate Degree
Pepperdine University Masters Business Admin

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