Blue Chip Partners logo

Blue Chip Partners Employee Directory

Investment ManagementMichigan, United States51-200 Employees

Blue Chip Partners, LLC is a privately held registered investment adviser headquartered in Farmington Hills, Michigan, offering financial planning and investment management services to high net worth individuals and families. The team includes professionals with designations such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Chartered Market Technician (CMT), and licensed attorneys in Michigan. Its equity approach centers on owning individual blue-chip companies that are dividend growers or industry leaders, with an emphasis on cost efficiency and tax-aware portfolio management. While the firm uses third-party managers for international stock and bond allocations, it relies on low-cost offerings and strategic diversification, supported by a centralized in-house investment department and committee. The advisory team has developed specialties serving corporate executives with concentrated stock positions, professionals, and clients nearing retirement. In May 2024, Blue Chip Partners participated in DeVoe Elevate 2024, with chief executive officer and founder Robert Steinberg representing the firm on a panel.

Find Blue Chip Partners employees' phone numbers or email addresses

Blue Chip Partners Global Highlights

Location
Employees

North America
52

Minus sign iconPlus sign icon
  • United States Of America
    52

Africa
1

Minus sign iconPlus sign icon
  • Nigeria
    1

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

Blue Chip Partners's Leadership

  • Stylized image of a person
    D. F.
    Chief Operating Officer & Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    E. G.
    Chief Operating Officer
    Phone icon
  • Stylized image of a person
    R. S.
    Founder And Wealth Manager, Independent Investment Advisor
    Phone icon
  • Stylized image of a person
    E. K.
    Operations Director
    Phone icon
  • Stylized image of a person
    T. R.
    Senior Financial Advisor
    Phone icon
  • Stylized image of a person
    N. P.
    Phone icon

Blue Chip Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Finance
  • Legal
  • Other

Contact profiles from Blue Chip Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. F.
    Chief Operating Officer & Chief Compliance Officer
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    E. G.
    Chief Operating Officer
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    R. S.
    Founder And Wealth Manager, Independent Investment Advisor
    Phone icon
    Jul 30, 2026
  • Stylized image of a person
    E. K.
    Operations Director
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    T. R.
    Senior Financial Advisor
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    N. P.
    Phone icon
    United Kingdom
    Apr 16, 2025

Frequently Asked Questions

What is Blue Chip Partners known for?

Minus sign iconPlus sign icon
Blue Chip Partners was founded in 2004 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Blue Chip Partners's company overview page for more information.

What is Blue Chip Partners's most common email format?

Minus sign iconPlus sign icon
Blue Chip Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Blue Chip Partners email formats with LeadIQ.

How many employees does Blue Chip Partners have currently?

Minus sign iconPlus sign icon
Blue Chip Partners has approximately 54 employees as of July 2026. These team members are located across 3 continents, including North AmericaAfricaEurope.

Who are Blue Chip Partners's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Blue Chip Partners's key employees include:

  • Chief Operating Officer & Chief Compliance Officer: D. F.
  • Chief Operating Officer: E. G.
  • Founder And Wealth Manager, Independent Investment Advisor: R. S.
  • Operations Director: E. K.
  • Senior Financial Advisor: T. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.