Neil Sterba
Director Regional Manager - Midwest at AMG Wealth | Cleveland, Ohio, United States
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As the Director Regional Manager for the Midwest at AMG Wealth, Neil Sterba leverages over two decades of experience in the financial services industry to drive growth and foster strong relationships with financial advisors and wealth management teams. His role encompasses representing AMG Funds' diverse financial products, including mutual funds, separately managed accounts, and private equity offerings, specifically targeting the RIA, independent broker/dealer, and wirehouse channels across Ohio, Indiana, Western Pennsylvania, and Kentucky.
Neil's extensive background in wealth management has equipped him with a deep understanding of asset allocation strategies and investment advisory services, allowing him to effectively assist financial advisors in refining their practices and enhancing their business growth. His commitment to building relationships is evident in his approach, as he collaborates closely with advisors to tailor solutions that meet their clients' unique needs. By focusing on the intricacies of the sales process, Neil thrives on the challenges and competition inherent in the financial landscape, positioning himself as a trusted partner to those he serves.
Key projects under Neil's leadership include initiatives aimed at expanding AMG's footprint in the Midwest, enhancing advisor education on investment strategies, and developing innovative marketing approaches to engage potential clients. His proficiency in navigating the complexities of the financial markets, combined with his Series 6 and Series 65 licenses, further solidifies his expertise in equities and mutual fund investments. Neil Sterba is not just a wholesaler; he is a dedicated advocate for financial advisors, committed to empowering them to achieve their business objectives and deliver exceptional value to their clients.
Director Regional Manager - Midwest at AMG Wealth in February 2013 to Present
Senior Regional Vice President at DWS Investments/Deutsche Bank in August 2005 to December 2012
Senior Regional Sales Director at Victory Capital Management (Asset Management of Key Bank) in January 1998 to August 2005
Senior Vice President of Marketing at McDonald & Co. Investments in January 1996 to January 1998
Financial Advisor at Dean Witter in January 1993 to January 1996
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Series 7
Series 63
Series 31
Wealth Management
Mutual Funds
Investments
Asset Allocation
Retirement Planning
Alternative Investments
Fixed Annuities
Series 6
401k
Retirement
Series 65
Investment Advisory
Wholesaling Mutual Funds and Asset Management
Building Relationships
Equities
Fixed Income
Financial Advisory
FINRA
Separately Managed Accounts
Financial Services
ETFs
Series 24
Investment Management
Fishing
Securities
Asset Management
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What is Neil Sterba email address?
Email Neil Sterba at [email protected] and [email protected]. This email is the most updated Neil Sterba email found in 2026.
What is Neil Sterba phone number?
Neil Sterba phone number is +12167027581 and +18137675036.
How to contact Neil Sterba?
To contact Neil Sterba send an email to [email protected] or [email protected]. If you want to call Neil Sterba try calling on +12167027581 and +18137675036.
What is Neil Sterba net worth?
Neil Sterba has an estimated net worth of $375,000 to $499,999
What company does Neil Sterba work for?
Neil Sterba works for AMG Wealth
What is Neil Sterba's role at AMG Wealth?
Neil Sterba is Director Regional Manager - Midwest
Neil Sterba Email Addresses
Neil Sterba Phone Numbers
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