Committed to Guiding Principles
Steve describes his leadership style as open, collaborative and engaging. He believes that success comes most predictably through focusing on the unique strengths of each individual and applying deliberate commitment to successful behaviors around those unique strengths. He is deeply committed to a set of core principles in his personal and professional life including: Integrity, character, commitment, accountability and deliberate consistency.
Steve believes that this commitment to these guiding principles can result in more engaged employees, a more cohesive team and a sterling business reputation predicated on the delivery of unique, customized experiences for clients, business partners and the community we serve.
As Market Leader, Steve directs a team of professionals who specialize in Investment Management, Private Banking, Trust and Estate Services and Wealth Planning. His knowledge and experience in asset management, private banking, trust services and other wealth management disciplines has been honed in a variety of leadership positions in the financial industry, including — most recently — as Senior Vice President and Regional Managing Director at Union Bank.
Education and community involvement
Steve graduated from Eastern Michigan University in Ypsilanti, Michigan with a Bachelor of Business Administration degree. He is a graduate of Consulting Group Graduate School in New York and a graduate of the Pacific Coast Banking School. In additional, Steve holds the Certified Financial Planner™ designation.
Steve Sherline, Market Leader, Los Angeles
213.615.6566 | email@example.com