Richard Steinberg

Richard Steinberg is a prominent financial expert and leader at The Colony Group, a wealth management firm. Here's a comprehensive overview of his professional profile:

Professional Roles

Richard Steinberg currently holds two key positions at The Colony Group:

1. Chief Market Strategist
2. Co-Chair of the Investment Division

He is also a Principal of the firm.1

Experience and Expertise

Richard brings over 25 years of experience in the financial industry, specializing in:

• Leading seasoned investment teams
• Developing customized investment strategies for various clients, including private individuals, corporations, foundations, and retirement accounts
• Analyzing and explaining market trends and economic landscapes
• Portfolio management and securities analysis1

Educational Background

• Graduate of Emory University Business School with a degree in Finance
• Supplemental coursework at University College, Oxford University, England
• Alumni and graduate of Harvard Business School's Executive Education Program, Owner/President Management (OPM Class 54)1

Professional Qualifications

• Chartered Financial Analyst (CFA)
• Member of the CFA Society of South Florida
• Member of the CFA Institute1

Career History

• Co-founded Steinberg Global Asset Management, Ltd. in 1993 with his father, Norman Steinberg
• Merged Steinberg Global Asset Management with The Colony Group in May 201912

Media Presence

Richard is frequently featured as a financial expert in various media outlets:

• Regular guest on major business television channels
• Often quoted in national media publications1

Community Involvement

Richard is actively involved in several community organizations, including:

• Jewish Federation of South Palm Beach County
• Jacobson Jewish Community Foundation of South Palm Beach County
• Temple B'Nai Torah's Foundation
• Greater Boca Raton Estate Planning Council
• Jewish Association for Residential Care (JARC)1

Recognition

Richard has been recognized as a Forbes Best-In-State advisor for Florida in 2019, 2020, 2021, and 2024.1

Richard Steinberg's extensive experience, leadership roles, and community involvement make him a respected figure in the wealth management and financial advisory industry.