Raven Steiner

Raven joins us as our Financial Planning Support and Investment Specialist. She comes to us from Northwestern Mutual where she was a Financial Representative and became expert at understanding the unique needs of her clients. Raven currently holds her NY Life, Accident and Health and Series 7 licenses.

She has a collaborative approach to working with clients and our team. Raven's passion is working with firms advisors helping them in delivering personalized wealth management solutions for our clients. She is currently handling all our investment operation’s needs.

Raven was raised in Colorado and now enjoys New York City life. She received her B.A. in Economics and double minor in Business and Political Science from The University of Colorado at Boulder. She likes spending time with family and exploring New York City culture and restaurants.