Steven Blum is the founder of Steven G. Blum and Associates, LLC. It is Steve’s vision of professionalism and ethics, as well as his perspective on the importance of economic science, which guides the firm’s mission.
Steve earned his BA from Wesleyan University and his Juris Doctor from the Northeastern University School of Law. He also holds a Masters Degree in Education from Harvard University and a Masters Degree in the Law of Taxation from New York University School of Law. Steve is a sought after expert on various topics concerning wealth management. He is a leading thinker in the areas of professionalism and wealth management, fiduciary duty, and the importance of professional culture to clients. The topics of Steve’s lectures and writings include professionalism, variable annuities, equity index annuities, negotiation, fiduciary duty, and economic theory. Steve has spoken before various groups including the National Association of Personal Financial Advisors (NAPFA), Pennsylvania Bar Institute, American Association of Medical Colleges, Citigroup, and DuPont, as well as various corporations, schools, and associations.
Steve has taught at the Wharton School of Business of the University of Pennsylvania since 1994. He has also been a visiting professor at the ALBA Graduate Business School in Athens, Greece. He has won the Wharton School’s William G. Whitney Award for outstanding teaching numerous times. In addition to teaching, Steve has written numerous articles on topics within the field of wealth management. His book entitled “Negotiating Your Investments: Use Proven Negotiation Methods to Enrich Your Financial Life” published by John Wiley & Sons in March 2014.
Steve is a member of the Pennsylvania Bar, the New Hampshire Bar, and the District of Columbia Bar.