RICHARD STEINBERG

FOUNDER, MANAGING DIRECTOR AND PARTNER

Rich’s passion for preeminence and being with clients is embedded in the culture, connections and competences of Nucleus Advisors—something that happened by design. Twenty-six years ago, while sharing a desk on Wall Street with Jordan Waxman, a meaningful advisory partnership emerged from the tension of executing for clients by day and debating the mysteries of life by night.

Today, as one of Nucleus’ founders and the senior investment strategist of Nucleus, Richard enjoys strategizing with Alex Bass, Nucleus’ Chief Investment Officer, and overlaying macroeconomic and capital markets perspectives on the qualitative and quantitative work of our investment team. Rich’s direct responsibilities include managing high-grade, tax-exempt fixed income portfolios for domestic clients, as well as analyzing and recommending alternative investments.

Richard began his career in 1986 in the Equity Research Department of Goldman Sachs, covering healthcare companies and non-bank financial institutions. Prior to that, Richard graduated Summa Cum Laude and Phi Beta Kappa with a B.S. from Syracuse University with a concentration in finance and corporate law. He was named a Five Star Professional Wealth Manager as featured in New York Magazine for 2014, 2015, 2016 and 2017.* Richard has also been named as part of the Financial Times Top 300 Teams in 2014, 2015, 2016 and 2017.

Rich and his wife, Kathy, live in Tenafly, NJ and have two amazing sons—one a retired professional ballet dancer and the other is a Masters Candidate at Montana State University. If you ever happen to be in Big Sky, Montana and see Rich exploring nature on hikes or going skiing, you will see why he formally held a position on the Board of Directors for the International League of Conservation Photographers (ILCP).

* Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this material should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to http://www.fivestarprofessional.com.

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