Our Team

Lane Steinberger Alpharetta

200 Milton Park
Alpharetta, GA 30022

Tel:

678.390.3902


Email: lsteinberger@wipflifinancial.com

Lane Steinberger, CFA®, CFP®

Principal, Senior Financial Advisor | Principals, Advisors
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As the former Chief Investment Officer of Redwood Wealth Management, Lane Steinberger brings more than 25 years of experience in the world of finance and investing to Wipfli Financial Advisors. Lane also comes from a long line of entrepreneurs, including his grandfather and father, who owned a grocery store and furniture business in Statesville, North Carolina, that was established in the early 1900s.

Lane’s financial advisor journey started with Bank of America, where he advised clients on the foreign currency markets and derivative strategies. From there, it was on to international finance studies in Vienna, Austria, and Bangalore, India, as part of the University of South Carolina’s nationally ranked international MBA program.

He joined BellSouth in 2000, where he managed a $5 billion fixed income/bond portfolio for the company’s pension fund while also working as the fund’s asset allocation strategist, managing the asset allocation of the entire pension portfolio. Lane eventually founded his own practice, Alexander Investment Advisory, which later merged into Redwood Wealth Management. After joining, the firm grew to over $300 million in assets under management and the business was later acquired by Wipfli Financial Advisors.

He is a lifelong student and in 2016 earned his doctorate in business at Georgia State University, with his dissertation titled: Structural and Return Characteristics of Mid-Capitalization Firms: A Study Into The Myth Around The Superior Returns of Mid-Size Stocks.

Professional memberships and activities

  • CFA Institute - Member
  • CFA Society of Financial Analyst – Member

Certifications

Chartered Financial Analyst®
Certified Financial Planner™

Education

North Carolina State University
  • Bachelor of arts degree in finance
University of South Carolina
  • International masters of business administration degree in international business
Vienna University of Economics and Business
  • Masters of business administration degree in international finance
Georgia State University
  • Doctorate of business administration in finance