Steven Heinowitz

Managing Director

Steven is a Managing Director of Quint Capital Corporation. He is responsible for an integrated team of specialists who deliver investment and wealth transfer solutions within an exceptional asset servicing framework. Steven is responsible for the evaluation, design, and oversight of clients' total financial plan, including asset allocation, investment program design, implementation, and rebalancing; tax issues, cash flow and debt management, retirement planning; compensation and benefit plan analysis, stock option planning, asset protection, family education, insurance design, legacy issues, charitable intentions, and overall estate planning.

Prior to joining Quint Capital, Steven was most recently a Senior Vice President with Wellington Shields and Co. located in New York City, New York where he worked with high and ultra-high net worth individuals, families, and not-for-profit organizations. As a result, Steven has significant experience with wealth planning and transfer tax matters affecting entrepreneurs, executives and wealthy individuals and families. He has worked with numerous families to develop state-of–the–art wealth maximization plans using effective gift and estate planning, income tax planning, stock option planning and charitable planning. His professional experience also includes 15 years as a managing member of a large privately held family business. Steven currently holds his FINRA Series 7, 66, and Life and Health insurance licenses.

Steven graduated from The American University, Washington, DC where he earned his Bachelor of Science in Business Administration. He resides in Hoboken, NJ and is actively involved in several not-for-profit organizations and teaching financial literacy classes to children. In his spare time, he enjoys sailing, cooking, traveling, and spending time with his family.

Phone (917)261-4066