Steve Nielander
Investment Committee Member at Cerity Partners LLC
Profile
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.
Steve Nielander active positions
Companies | Position | Start |
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Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Investment Committee Member | 29/02/2012 |
Training of Steve Nielander
San Diego State University | Undergraduate Degree |
Pepperdine University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Finance |
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