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Evan L. Steinberg, managing director–wealth management and private wealth advisor, has been in the financial services industry for 23 years, serving institutions and private clients. His areas of focus include strategic and tactical asset allocation, portfolio construction, due diligence and risk management. Prior to entering the financial services industry in 1995, Evan was a practicing attorney at a large New Jersey law firm. He received his BA from Georgetown University, his JD from Rutgers University Law School and his CIMA® designation from the Wharton School of Business at the University of Pennsylvania.
Over the past decade, there has been a great deal of discussion and debate over whether investors should utilize active or passive investment strategies when allocating their assets and constructing their portfolios. While each strategy has its advantages and disadvantages, ultimately investors must consider their investment objectives, tolerance for risk, tax ramifications and the fees […]