Steve Reder has a diverse work experience in the financial industry. Steve held a role as a Head of Wealth Management at Adviser since 2023. Prior to that, they worked at Goldman Sachs Personal Financial Management where they served as the Vice President & Deputy Region Head from March 2021 to January 2023, and also as the Head of FinLife Sales and Partnership Management from November 2019 to January 2023. Before joining Goldman Sachs, Steve was with United Capital Financial Advisers, LLC as the SVP, Head of Partnership Growth from February 2019 to January 2023, and previously as the Head of Partnership Growth from January 2019. Steve also has experience as the Chief Operating Officer at Lenox Wealth Management from July 2014 to December 2018. Steve'searly career includes roles at PNC, where they were a Private Client Group Team Leader from 2010 to 2014 and a Branch Manager from 2006 to 2010.
Steve Reder obtained a Bachelor's degree in Accounting from the University of Cincinnati Carl H. Lindner College of Business from 1995 to 2000. In addition to their degree, they have obtained several certifications from FINRA (Financial Industry Regulatory Authority), including the Series 6, Series 63, Series 65, and Series 7. Steve obtained their Series 7 certification in December 2000, and the Series 6, Series 63, and Series 65 certifications in September 2010.
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