Steven Etkind - New York Financial Advisor and Consultant

A resident of New York City, Steven Etkind has advised and consulted in financial services since 1986. Currently, Steven Etkind functions in both capacities for a private equity firm and a family office.

Mr. Etkind began advising two family offices in 2018, a role that involves negotiating hundreds of millions in private companies, real estate, and private mortgages. He is also an advisor to business startups and development and co-ventures. He oversees choosing external advisors, creating internal control protocols, planning for business continuity, and creating equity-related compensation for new and existing employees.

In 2023, Mr. Etkind took on the role of financial consultant for a New York financial planning firm. In this role, he advises clients on business sales, how to select appropriate advisors to execute a sale, and the data and documentation needed for a successful exit. He also makes referrals to other firms with special skills in ERISA and other areas.

Throughout his career, Mr. Etkind has published books related to ERISA-governed commercial transactions and estate plans. Furthermore, he has been quoted in major publications such as The New York Times, Barron’s, and Money Magazine.

Contact

Steven Etkind
New York, NY US