Lane Steinberger

Lane Steinberger, CFA, is a seasoned finance professional with extensive experience in wealth management, investment strategy, and portfolio management. Currently serving as a Partner at Creative Planning since October 2022, Lane previously held the position of Principal at Wipfli Financial Advisors until its acquisition by Creative Planning. As the Founder of Steinberger Consulting USA, Lane provided investment management services to registered investment advisors and foundations from January 2017 to October 2022. Prior to this, Lane was the Founder and Chief Investment Officer at Redwood Wealth Management, managing substantial client portfolios and investment policies. Lane also has academic experience as an Adjunct Professor of Finance at the University of North Georgia. Earlier career roles include portfolio management at BellSouth Corporation and analytics at Bank of America. Lane holds multiple advanced degrees in finance and international business, including a Doctorate of Business Administration from Georgia State University.

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