General Investing >> Money Manager Interviews >> January 12, 2004
RICHARD D. STEINBERG is the President and Chief Investment Officer of
Steinberg Global Asset Management, Ltd. (Steinberg Global), a
registered investment advisor with the Securities Exchange Commission
under the Investment Advisers Act of 1940. Mr. Steinberg provides
investment management services utilizing a highly customized approach.
Mr. Steinberg oversees a team that actively manages more than $375
million of assets for private clients, retirement plans, corporations,
profit sharing plans and pension accounts. He is a frequent guest on
CNBC, Bloomberg TV, Forbes on Fox, Our World with Neil Cavuto and
Nightly Business Report and is often quoted by The Wall Street Journal,
Barron's, Business Week, Investment News, and other national press
publications. Additionally, he is a Chartered Financial Analyst and a
member of both the South Florida Society of Security Analysts and the
American Institute of Management and Research. His extensive background
includes portfolio management and security analysis. Prior to co-
founding Steinberg Global Asset Management in 1993, his talents
contributed to the success of several prestigious financial
organizations, including E F Hutton, Delphi Management, Moseley
Securities and Credit Lyonnais Securities. Mr. Steinberg is a graduate
of Emory University Business School with an undergraduate degree in
Finance and supplemental course work at University College of Oxford
University, England. Profile
ARNO O. MAYER is Portfolio Manager, Director of Quantitative Research
and a member of the Investment Committee of Steinberg Global Asset
Management, Ltd. He is bilingual and well schooled in fundamental and
quantitative analysis. Mr. Mayer's portfolio diversification, asset
allocation and technical skills are exceptional. In addition, he adds
expertise in asset categories that will allow the firm to broaden its
portfolio exposure when the market cycle warrants representation,
including disciplined expertise in small/mid cap stocks. Mr. Mayer is a
Chartered Financial Analyst and a Certified Financial Planner. He is a
graduate of Florida Atlantic University and has more than 16 years of
experience in the investment field. In 1989, Mr. Mayer established and
is currently President and CEO of Financial Trust Asset Management,
Chartered. The office is located in Boca Raton, Florida. Mr. Mayer is a
member of the Rotary Club of Pompano, Florida, the South Florida Society
of Financial Analysts and the Association of Investment Management and
Research. Profile
TWST: Could we begin with an overview of your firm and your respectiveresponsibilities there?
Mr. Steinberg: Steinberg Global Asset Management is an SEC-registered
investment advisor. We've