More About Tate Steele

Tate Steele is a financial planner at Steele Capital Management, where he partners with clients to develop comprehensive wealth-management, retirement, and long-term care strategies. After seven years in institutional asset management, he joined his father to grow their family business and bring that same rigor and market insight to individual planning. The majority of Tate’s career was spent as a derivatives trader at Russell Investments, where he studied market trends and used sophisticated tools to create and manage strategies with futures, swaps, and options. He worked closely with institutional clients—such as pension funds, insurance companies, endowments, and sovereign wealth funds—around the world, putting in place targeted hedges and protection plans to help safeguard their portfolios and achieve their investment goals. Committed to the highest standards of professional excellence, Tate earned his CFA charter in August 2022. He pairs that credentialed expertise with unwavering integrity and a relentless drive to secure every possible advantage for his clients. By blending institutional-grade analytics and risk-management expertise with Aaron’s deep background in strategic planning, Tate helps deliver truly holistic financial solutions—preserving wealth, optimizing benefits, and empowering clients to pursue their long-term goals with confidence.