Marc A. Steinman JD
"This is the job I have always wanted. I have smart clients, challenging subject matter, and I get to be helpful."
As Senior Vice President of Wealth Management, Marc A. Steinman has a strong and reputable background in personal financial planning. Marc began his career in 1980, when he interned for Ayco, a national financial planning company. Upon completion of law school, Marc joined Ayco on a full-time basis, and he continued to serve clients there for nearly two decades. Throughout the years with Ayco, he was promoted to Senior Account Manager, Vice President, and eventually, he became Senior Partner. He helped establish the Investment Policy of the firm, and he was noted for his innovations as a member of the Investment Policy Committee.
Marc founded Personal Financial Planning, Inc. in 1999 and led that organization until joining his clients with StrategIQ Financial Group, LLC. in December 2021, where he assumed the role of Senior Vice President of Wealth Management, helping to lead the Private Client Group.
Over the years, Marc's client relationships have been very successful, as evidenced by their long-term nature. These trusting relationships include chief executive officers and senior executives at some of America's largest corporations. Additionally, Marc has built up many strong relationships with attorneys, physicians, and entrepreneurs. This sophisticated clientele attests to Marc's ability and would be happy to offer recommendations.
Marc is a native of Glen Cove, New York. He received his Bachelor of Business Administration in Finance from the University of Massachusetts in 1979, and he earned his Juris Doctor from Albany Law School in 1982. Marc now lives in Buffalo Grove, Illinois, with his wife Debra and his two children, Shari and Bradley.