Steve Bogner

Mr. Bogner joined Treasury Partners in January 2011, after 11 years with Morgan Stanley Smith Barney in the Private Wealth Management division and remains as a Consultant for Treasury Partners.

He is responsible for our corporate retirement plan advisory services, especially those relating to 401(k) defined contribution, defined benefit, and non-qualified deferred compensation plans. Mr. Bogner also consults in the areas of control/restricted stock, life insurance/annuities, and estate planning.

He was an adjunct lecturer with The Plan Sponsor University (TRAU) and spoke on subjects pertaining to reducing plan risks and costs. He has lectured at New York University, Brooklyn Law School, and the University of Alabama at Huntsville.

Mr. Bogner has been asked to share his perspectives on the retirement plan industry in such publications as Plan Sponsor Magazine and The New York Times.

Mr. Bogner holds Series 7, 31, and 63 securities licenses, a Series 65 investment advisor license, and is life and health insurance licensed.

He is a graduate of Baruch College – The City University of New York, where he majored in Marketing.