Steven Sundberg

Steve is passionate about helping individuals, families, and businesses develop thoughtful, long‑term strategies to meet their investment objectives and future financial needs. With more than 35 years of experience serving institutional clients, he applies the same disciplined, research‑driven approach to managing client portfolios.
During his career, Steve played a key role in building Rainier Investment Management, contributing to its growth from approximately $3 billion to nearly $20 billion in assets under management. He also served as a Vice President within Fidelity’s Defined Contribution Investment‑Only business, where he oversaw relationships representing more than $9 billion in client assets. 

Steve has passed Series 7, Series 63 and Series 65 examinations.