Steve Shrier has spent over 30 years analyzing financial markets, understanding market cycles, and building client portfolios through changing market conditions. Steve began his career as an investment professional with Bache & Company, later Prudential Securities, where he was Vice President and many times honored as the top account executive of the Western Region. In 1998, Steve established himself as an independent financial adviser with LPL Financial and founded Shrier Wealth Management with his son, Zachary, in 2001. Steve serves as the firm’s Registered Principal and Chief Investment Officer.
Zachary Shrier co-founded Shrier Wealth Management in 2001. He has significant experience evaluating, structuring and managing portfolios of stocks, bonds, mutual funds, and equity derivatives. Prior to managing portfolios for individuals and small businesses, Zach worked as a business analyst at McKinsey & Company in New York, with a focus on financial institutions. Zach holds a B.A. with honors from Harvard University where he was elected to Phi Beta Kappa.
Lindsay S. Bourkoff, CFP®
Lindsay Bourkoff is a partner of the firm and serves as the Director of Financial Planning at Shrier Wealth Management. With 15 years of experience, Lindsay’s expertise includes crafting retirement planning strategies for individuals and businesses and advising clients on building wealth through savings and budgeting techniques. Lindsay joined Shrier Wealth Management in 2006, bringing her experience from some of the top firms on Wall Street. She began her career as an Analyst at the J.P. Morgan Private Bank in New York, where she constructed investment portfolios and conducted research for high net worth individuals and foundations. Previously, Lindsay worked at Bear, Stearns & Co. and Citibank Private Bank. Lindsay graduated cum laude from Columbia University. In addition to her work at Shrier Wealth Management, Lindsay currently serves as the Treasurer of the Executive board of Beth Jacob Congregation in Beverly Hills and volunteers her time with the SIFMA Foundation dedicated to investment education for children.
Vanessa Maldonado is the Operations Specialist with over 10 years of experience in hospitality and office administration. Vanessa specializes in interpersonal communication and finding solutions for client needs. She works closely with the whole team to ensure efficiency and accuracy in operations and keeping our client service standards at the highest level.
Jason Holmes is the Operations Manager at Shrier Wealth Management, specializing in supporting our clients’ needs effectively. Prior to Shrier Wealth Management, Jason consulted for small and medium businesses to improve their design and technology processes. He looks forward to using his skills and expertise to deliver the highest quality experience to our clients every day.
The financial consultants at Shrier Wealth Management are financial advisors with LPL Financial.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.