Steven H. Reiff


Chief Visionary Officer

Mr. Reiff has led the strategy formation, its execution and development of significant businesses in the wealth management and investment industry. He has had P&L responsibility for these entities, and lead product and systems development initiatives – private investment funds, 20+ publicly traded mutual funds and separate account models with over $150B in AUM. Directly reporting to him were product development, investment oversight and all advisory personnel interfacing clients and all portfolio management teams. 

As National Director of Analytics, Advice and Investment solutions, Steven over-saw all asset classes and all client accounts for compliance to investment risk management.  Concurrent to that role, Mr. Reiff also was CIO for the Lockwood Advisors RIA, which served independent RIAs with asset allocation, portfolio construction, and oversight of all investments fulfilling client investment portfolios.

Mr. Reiff was also the President and CEO of a $1B+ Family Office for the founder of Federated Investments and over 270 family members. Responsibilities included tax and planning for 240 entities, managing family farms and real estate in Naples and KeewaydinIsland.