Steven Sorenson

Steven Sorenson is a seasoned financial services professional with extensive experience in various leadership roles within the investment management sector. Currently serving as a Financial Services Professional at Capital Strategies and Beyond Wealth since July 2025, Sorenson is also the President of RSI Trading and Research, an investment management firm specializing in proprietary securities trading and portfolio management. Previously, Sorenson held positions such as Chairman at Vistage Worldwide, Inc. and Managing Director at CBRE Investment Management, where significant contributions included expanding distribution for ING across North America, Europe, and Asia, and growing assets under management from $3 billion to $25 billion. Other notable roles include Managing Director at Gartmore Global Investments and National Sales Manager at Van Kampen Funds, which became part of Morgan Stanley Investment Management. Sorenson began his career as Regional Director at Neuberger Berman, where the first office outside of New York City was established. Steven Sorenson holds a Master’s degree from Central Theological Seminary.