2 months ago
Mission or Values: Which Comes First?
To chart a course, it helps to have a compass....
- With CAPTRUST Since 2022
- 615.377.1177
-
5314 Maryland Way #300
Brentwood, TN 37207
David Steine
Senior Vice President,
Financial Advisor
- Nashville, TN
- Man's Search for Meaning by Viktor Frankl
- Rabbi Jonathan Sacks, Milton Friedman, and Dwight Eisenhower
- This too shall pass.
- Honesty, compassion, and patience
Financial Advisors
David Steine is a wealth management financial advisor based in Nashville, TN.
David joined CAPTRUST in 2022 from TrustCore Financial Services. In the industry since 1979, David services the needs of clients as senior vice president and financial advisor. He holds both a Bachelor of Arts degree and a Master of Business Administration degree from Vanderbilt University and is a member of the CFA Society Nashville.
Outside of work, David enjoys spending time with his family, nature, and reading.
Education
- Bachelor of Arts degree from Vanderbilt University
- Master of Business Administration degree from Vanderbilt University
Memberships
- Member, CFA Society Nashville.
News & Resources
Endowments & Foundations
Retirement Plans
3 months ago
Managing Institutional Cash, Asset Pools, and Reserves
If properly managed, Institutional Asset Pools (IAPs), like cash reserves...
Announcements
7 months ago
Houston’s Monroe Vos Joins CAPTRUST
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
Retirement Plans
8 months ago
Fiduciary Responsibilities for Non-ERISA Retirement Plans
The Employee Retirement Income Security Act (ERISA) establishes fiduciary responsibilities...
