Profil
Mr. Jim Steiner is a Chairman & Chief Investment Officer at 1834 Investment Advisors Co.
Prior to joining the company, Jim served as President of Abbot Downing, leading a national firm.
He previously served as the CEO and managing principal of Lowry Hill Investment Advisors.
Before his management and investment roles, he was Vice President and Senior Equity Analyst at Investment Advisors, Inc. He has more than three decades of leadership and portfolio management experience in the investment industry with multiple notable publications.
He earned his bachelor’s degree from Yale University.
He earned a master’s degree in Business Administration from the University of Minnesota’s Carlson School of Management and a master’s degree in Education from Harvard University.
Aktive Positionen von Jim Steiner
| Unternehmen | Position | Beginn |
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1834 Investment Advisors Co.
 1834 Investment Advisors Co. Investment ManagersFinance 1834 Investment Advisors Co. (1834) is a SEC-registered investment advisor and wealth management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1976 as Haker Zellmer Investment Management, Inc. until 2001 when it became Northern Oak Wealth Management, Inc. They changed their name to 1834 Investment Advisors Co. in 2022. The firm is a wholly owned subsidiary of Old National Bancorp, Inc. (NASDAQ: ONB). 1834 primarily provides investment advisory services to high-net worth individuals and institutions. | Vorsitzender | - |
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| Private Unternehmen | 1 |
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1834 Investment Advisors Co.
1834 Investment Advisors Co. Investment ManagersFinance 1834 Investment Advisors Co. (1834) is a SEC-registered investment advisor and wealth management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1976 as Haker Zellmer Investment Management, Inc. until 2001 when it became Northern Oak Wealth Management, Inc. They changed their name to 1834 Investment Advisors Co. in 2022. The firm is a wholly owned subsidiary of Old National Bancorp, Inc. (NASDAQ: ONB). 1834 primarily provides investment advisory services to high-net worth individuals and institutions. | Finance |
