Blue Chip Partners (“Blue Chip”) announced that Daniel Dusina, CFA, former Director of Investments, has been promoted to Chief Investment Officer. While Dusina’s role at the firm – where he heads the in-house investment committee and leads the construction of client portfolios – will remain largely unchanged, the purpose of the promotion and title change was to recognize his significant contributions to Blue Chip Partners and to elevate him within the firm’s growing investment department. Originally published on Business Wire on January 19, 2024. Read full article here. Blue Chip Partners (“Blue Chip”) was named one of the top RIA firms in Michigan by Forbes and SHOOK Research. In the 2023 list of America’s Top RIA Firms, Blue Chip was ranked #10 in Michigan and #215 nationally. Earlier this year, CEO Robert Steinberg and Managing Partner Dan Seder were included in Forbes’ 2023 list of Best-in-State Wealth Advisors, ranking #17 and #18 respectively in the state of Michigan. Originally published on PR Newswire on December 11, 2023. Read full article here. Blue Chip Partners (“Blue Chip”) was named one of the Best Places to Work in Southeast Michigan for 2023 by Crain’s Detroit Business. “Success is measured in many ways,” said Robert Steinberg, Founder and CEO of Blue Chip Partners. “However, building a fast-growing company with happy employees is near the top of the list. I’m so thankful for and proud of our team that contributed to this achievement and make Blue Chip Partners such a great place to work.” Originally published on PR Newswire on August 22, 2023. Read full article here. Executives at Blue Chip Partners Named to Forbes’ 2023 List of Best-In-State Wealth Advisors5/26/2023
Blue Chip Partners had two executives named to Forbes’ 2023 list of Best-In-State Wealth Advisors. In the 2023 rankings, CEO Robert Steinberg, JD, CPA, CFP® and Managing Partner Dan Seder, CFA®, CMT, CFP® were both listed, ranking #17 and #18 respectively in the state of Michigan. Forbes’ rankings, developed by SHOOK Research, are one of the only advisor rankings with a focus on quality, including surveying and interviewing advisors in-person and virtually. Originally published on PRNewswire on May 25, 2023. Read full article here. |
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