Steve Lieberman is the President and CEO of The Private Client Group ~ WM, LLC.
Steve specializes in providing clients with a range of sophisticated wealth management services, including proprietary comprehensive and advanced financial planning techniques, investment consulting and management, risk management, retirement planning, and estate planning. The Private Client Group chooses to work with a select number of families, those where they can have a significant impact.
Steve graduated with honors from the Wharton School of Business with both his Bachelor of Science in Economics (BSE) and his Master of Business Administration (MBA) in Finance. To round out his strong financial background, he immediately obtained his CERTIFIED FINANCIAL PLANNER degree, ensuring a comprehensive approach to protecting and growing wealth for his client families. He has been an active Board Member and/or Investment Committee member of numerous privately held and charitable organizations, clubs, and societies.
Steve has been a member of both the Genius Network and the Behavioral Finance Network, as well as the Select Advisors Council, the Financial Planning Association (FPA), the Essex County Estate Planning Council, the Wharton Club of New Jersey, and the Penn Clubs of Metro New Jersey and New York. He is a member of the UJA Ben Gurion and Lester Societies, and is a National Cabinet alum, as well as a class officer of the University of Pennsylvania, and a member of the Benjamin Franklin Society. Steve is a founder of Simcha Chai and an active patron of the Weizmann Institute of Science, Stand with Us, ZOA, and Chai Lifeline. Each year, Steve and The Private Client Group host their annual team charity event supporting the Juvenile Diabetes Research Foundation.
Steve resides in Short Hills, NJ with his wife, son, and identical twin daughters.