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Steven B
CFA®, Series 65
Bayfield, WI
Northlake Capital Management, LLC
Steven Birenberg is a CFA charterholder with 29 years of industry experience. He is the founder and managing member of Northlake Capital Management, LLC, where he has worked since 2004. Prior to that, he spent 12 years at Entermedia Funds. Outside of his advisory work, he serves as Co-Head of Security for the Lake Superior Big Top Chautauqua, an entertainment venue in Bayfield, WI. Northlake Capital Management, LLC is an independent registered investment adviser managing approximately $75 million for around 50 individual, trust, estate, IRA, and charitable organization clients. The firm employs a combination of fundamental and technical analysis, using various strategies including long-term holdings and option-writing, with portfolios tailored to clients’ objectives and risk levels.
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