Steve Weintz – Director, Cache River Investments
A graduate of Vanderbilt University, Steve founded his own business development consulting firm in 1998 working with entrepreneurs and private business owners to identify, evaluate and execute strategic growth initiatives. Developing growth strategies that lead to a partnership, joint venture, acquisition, or exit transaction has been a logical progression and focus of his career. Having been through the M&A deal process as both a buyer and seller, Steve understands that for any wealth advisor, RIA founder, or owner, time is money; he is an expert at quickly working to identify and document growth opportunities, deal offerings, and structures. He strongly believes that while the financial models and numbers must make sense, character and core values are equally important, especially in a post-transaction partnership.
Steve lived and worked in Little Rock, Ark., for 23 years prior to moving to Charleston, S.C. in 2010. He and his wife, Susan, enjoy life in the low country including bike rides and walks on Kiawah Island and dining in historic downtown Charleston. The couple has two pit bulls and is the proud grandparents of two grandchildren.