ABOUT US

Meet  Steve Saltzman, the President and co-founder of Saltzman Insights, as well as the proprietor of Saltzman Associates, a strategic marketing consultancy that offers consulting services and solutions to institutional distributors and underwriters of investment and insurance products. With over three decades of experience in the financial services industry, Steve is a student of the industry who translates his insights into actionable information and solutions to improve the industry's overall results. 

 

Steve's expertise extends to working with banks, broker-dealers, RIAs, investment banks, asset managers, insurance underwriters, and other service providers to assist them with improvements to marketing and support strategies, product design, and entering new markets.

 

Prior to his current role, Steve held executive positions at Northstar Financial Services (Bermuda) Ltd., JPMorgan Chase, and First Union Bank. 

 

Steve is a graduate of the University of Southern Mississippi. He resides in the Charlotte, NC area with his wife, Jennifer, and their two sons.