Education

Jim Steiner

Jim leads an investment team of more than 30 investment professionals who provide portfolio management and holistic investment services to clients.

Prior to joining the company, Jim served as President of Abbot Downing, leading a national firm of professionals with more than 600 clients and $48 billion in assets under care. Jim led a service offering that included customized investment and wealth management services and developed an investment platform that served both taxable high net worth clients and foundation and endowment clients. Jim previously served as the CEO and managing principal of Lowry Hill Investment Advisors, where he developed the firm’s overall investment strategy, led the income equity and small cap equity strategies and served as the Outsource Chief Investment Officer (OCIO) for the firm’s foundation and endowment clients. Before his management and investment roles, he was Vice President and Senior Equity Analyst at Investment Advisors, Inc. He has more than three decades of leadership and portfolio management experience in the investment industry with multiple notable publications. Effective March 2022, Jim is serving as a dual employee at Northern Oak as part of the investment staff.

Jim earned his bachelor’s degree from Yale University, where he played on both the hockey and golf teams. Steiner earned a master’s degree in Business Administration from the University of Minnesota’s Carlson School of Management and a master’s degree in Education from Harvard University. Steiner is a past trustee of the Amherst H. Wilder Foundation. He is on the advisory council of The Global Teaching Project, an adjunct faculty member at Hamline University and on the Investment Advisory Committee for the University of Minnesota endowment.