Our Team

Steve Saltzman

Founder & Principal

Steve Saltzman is the primary business Principal at Saltzman Associates, focusing on our company’s activities related to research, business development consulting and our popular industry roundtables. As a student of the industry, Steve spends a great deal of time learning from others and translating those insights into actionable information to improve the overall results of our industry.

He organizes and facilitates a number of different industry roundtable groups that are focused on helping institutional distributors grow their investment and insurance business through the use of research, best practices and benchmarking tools.

In addition to working with banks and broker dealers, Saltzman provides counsel to financial product underwriters and service providers to assist them in business development through product design and entering new markets or channels.

With over 24 years in the financial services industry, Mr. Saltzman has held various leadership positions at large intermediary distributors, and at domestic and offshore insurers-- all with a focus on life insurance, annuity and investment distribution.

A graduate of University of Southern Mississippi, Saltzman lives with his wife, Jennifer, and their two sons in the Charlotte, NC area.