"My mission is to provide excellent, personalized investment advice and
counsel to my clients with the utmost discretion, confidentiality and trust."
Vice President and Portfolio Manager at Dorsey & Company in New Orleans, Steven Rueb has led a distinguished career since 1988. Helping his clients set financial goals and develop strategies consistent with their risk tolerance and return expectations, he is skilled at using a conservative and disciplined approach towards their periodic portfolio reviews and investment recommendations. He specializes in retirement planning for business and individuals with a focus on asset allocation and portfolio optimization for high net worth clients, corporations, municipalities, professionals, and business owners.
Steven is a member of the Financial Analysts of New Orleans, the New Orleans Council of Business Economists and the University of New Orleans Finance and Economics Advisory Board. With a Bachelor of Arts in Economics and Business Administration from Trinity University, a Masters of Business Administration from Tulanes A.B. Freeman School of Business, and his continuing studies and ongoing education including The University of Paris-Sorbonne, he demonstrates his life-long quest for higher learning.
Having been featured in the Wall Street Journal, as well as the periodicals New Orleans City Business, and The Chronicle of Higher Education, Steven is in great demand as a seminar speaker for such groups as the Louisiana Society of Certified Public Accountants, and the Financial Planning Association. He makes frequent appearances on local FOX and NBC affiliate television stations giving expert commentary during unusually volatile market swings.
Steven and his wife Tisha live in New Orleans with their daughter Nicole.