Daniel M. Steinberg - Morgan Stanley Financial Advisor - Chicago, IL
Morgan Stanley
Daniel M. Steinberg, CFP
Senior Vice President, Wealth Management
Financial Advisor
Senior Portfolio Management Director
227 West Monroe St.
Suite 3400
Chicago, IL 60606
tel: (312) 917-7481
toll-free: (800) 621-5231 
fax: (312) 648-3344
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For the past 15+ years I have provided personal investment and financial planning advice to senior executives and owners/professionals of high-quality businesses.  I head up a team of specialists that help our clients think through complex and challenging financial decisions.

What makes us different from other financial professionals is that we focus our work on the fundamental financial concept of "Core Capital."  In calculating and understanding a client's Core Capital position, we can evaluate and quantify the mathematics, compounding and income assets will need to generate in the future.

As one of Morgan Stanley Wealth Management's senior portfolio management directors, I am directly responsible for the management of three specialized investment models that are built to achieve Core Capital success.  Inappropriate investment strategies and longevity are the main risks for all of us and, for many people, these two risks are currently paired together.  We keep this from happening to our clients.

Services
  • Professional Portfolio Management
  • Asset Management
  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Education Planning
  • Executive Financial Services
  • Lending Services
  • Life Insurance
  • Long Term Care Insurance

Daniel M. Steinberg holds the following registrations:
Securities Agent: AZ, CA, CO, FL, HI, IL, IN, MI, MN, MO, NC, NJ, NV, NY, OH, SC, TX, UT, VA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures;

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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