Steven W. Lieberman, MBA, CFP®

“The Private Client Group chooses to work with a select number of families, those where we can have a significant impact.


Education

  • Wharton School of Business, University of Pennsylvania, MBA Finance (Honors)
  • Wharton School of Business, University of Pennsylvania, BS Economics (Honors)

Specialization

  • Comprehensive Wealth Management
  • Investment Management
  • Risk Management and Estate Planning
  • Retirement Planning and Projections

Business Experience

  • Temple, Barker & Sloane, Boston, MA Mergers and Acquisitions
  • Cresap, McCormick & Paget, New York, NY Strategy Consulting
  • Bell Atlanticom Systems, Princeton, NJ Telecommunications Venture

Personal Interests/Affiliations

  • Married with identical twin daughters and a son
  • Volunteer Board Member, numerous charitable organizations, clubs and societies
  • Former Member Board of Trustees and Investment Committee JCF of Metro West
  • Former Member Board of Trustees, Wharton Club of NJ, Penn Club of Metro New Jersey
  • Member, Penn Club of New York, Wharton Club of NY
  • Member, UJA Ben Gurion and Lester Societies, National Cabinet
  • Founder, Simcha Chai
  • Active Patron, Weizmann Institute of Science, StandWithUs, ZOA, Chai Lifeline and Juvenile Diabetes Research
  • Member, NALU; Essex County Estate Planning Council
  • Member, FPA – Financial Planning Association
  • Member, The Genius Network
  • Member, The Behavioral Finance Network