Boca Raton - Town Center Circle

Richard Steinberg

CFA®

Senior Wealth Advisor

5100 Town Center Cir, Tower Two, Suite 150
Boca Raton, FL 33486

Richard Steinberg
Richard Steinberg

Professional Certifications

  • CFA® – Chartered Financial Analyst®

About Richard

Richard Steinberg brings over 25 years of experience leading seasoned investment teams and developing customized investment strategies for private clients, corporations, foundations, retirement accounts, profit-sharing plans and pension accounts. He also analyzes and explains the markets as well as the ever-changing economic and political landscape for clients and the media.

He is also a frequent guest on major business television channels and is often quoted in the national media outlets.

Richard co-founded Steinberg Global Asset Management, Ltd. in 1993 with his father, Norman Steinberg. The team they formed is reflective of their philosophy of consistency, experience, education, dedication, and excellence. It is these shared values that led them to merge with Focus Partners in May 2019.

Richard is a Chartered Financial Analyst and member of both the CFA Society of South Florida and the CFA Institute. His diverse background includes portfolio management and securities analysis. Richard is a graduate of Emory University Business School with an undergraduate degree in Finance and supplemental coursework at University College at Oxford University, England. Richard is an alumni and graduate of Harvard Business School’s Executive Education Program, Owner/President Management (OPM Class 54).

Richard serves as Vice Chair of Annual Campaign of the Jewish Federation of South Palm Beach County. He sits on both its Executive Committee and Board of Trustees. Richard has served as Chairman for the Jacobson Jewish Community Foundation of South Palm Beach County and now serves on its Executive Committee, Board of Trustees, and the Governance Committee of the Foundation’s Professional Advisory Committee. He is also a member of the Greater Boca Raton Estate Planning Council. Additionally, he serves on the investment committee of Bnai Torah Congregation’s Foundation. Richard also serves on the Board of Directors and the Finance Committee of the Jewish Association for Residential Care (JARC).

Richard enjoys spending the precious commodity of his free time devoted to his wife and two children and is an avid golfer and collector of fine wine.