Steven Fishman on Clubhouse

Bio

Founder of Savvy Investor LLC a financial advisor consultancy. Steve has over 20 years of experience in the financial field and operating Registered Investment Advisors (RIA’s). He was a founding partner of the Leeb Group, a financial publishing company that he helped grow to over 250,000 subscribers… he was the Chief Operations Officer and the Chief Compliance Officer for a high-profile New York City-based investment advisory firm.

Steve continues to help build investment advisors and investment publishers. His specialty is in helping financial advisors target high net-worth investors and convert them into clients. Steve has helped advisors bring in hundreds of millions of dollars under management. He has also helped to successfully navigate advisors through multiple recessions and many market fluctuations.

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