Steven Newler, CFA, CFP^®

Steven Newler, CFA, CFP^®, Senior Vice President, joined the firm in 2007. Steven is a Research Analyst for The Fraenkel Group within the firm’s Private Wealth Management Division, working closely with the team’s Senior Portfolio Managers since 2010. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Steven meets with clients to help them focus on their unique financial objectives, providing them with a personalized Wealth Analysis that includes long-term goal planning, cash flow evaluation, and risk management reviews. Steven holds his FINRA Series 7 & 66 licenses, and has been awarded the Chartered Financial Analyst® designation. Steven received a BA in Economics with a minor in Finance from Syracuse University. He resides in New York City with his wife and three daughters.