As Chief Investment Officer, Lane Steinberger brings more than 20 years of experience in the world of finance and investing to Redwood. Lane also comes from a long line of entrepreneurs, including his grandfather and father, who owned a grocery store and furniture business in Statesville, N.C., that was established in the early 1900s.
Lane’s path to Redwood started with Bank of America in Charlotte, N.C., advising clients on the foreign currency markets and derivative strategies, his first job after attending North Carolina State University. From there, it was on to international finance studies in Vienna, Austria, and Bangalore, India, as part of the University of South Carolina’s nationally ranked International MBA program.
He joined BellSouth in 2000, where he managed a $5 billion fixed income/bond portfolio for the company’s pension fund while also working as the fund’s asset allocation strategist, managing the asset allocation of the entire pension portfolio.
After BellSouth, Lane finally followed in the footsteps of his father and grandfather and started Alexander Investment Advisory, which later merged into Redwood.
Today, he holds both the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations, a distinction shared by few advisors. He is a lifelong student and in 2016 earned his Doctorate in Business at Georgia State University with his dissertation titled: Structural and Return Characteristics of Mid-Capitalization Firms: A Study Into The Myth Around The Superior Returns of Mid-Size Stocks.
Concurrently, Lane serves as Adjunct Professor of Finance, in the MBA Program at the Mike Cottrell College of Business at The University of North Georgia.
He has also served as a board member and media/communications head of the CFA Society of Atlanta and volunteers on the budget and finance committee for the JF&CS charity.
As an avid traveler, Lane has been to more than 26 countries and 3 continents. He is an outdoor enthusiast and runner, finishing two marathons, one ultra-marathon and three Outward Bound/NOLS courses in Chile, Costa Rica and Canada.
Lane resides in Cumming and on the weekends you will most likely find him traveling to Dahlonega for a day hike, or shopping at Whole Foods with his wife and two kids.