John Steiner
Founding Member and Managing Director of Welon Trust with decades of investment management and trust-company experience, previously started and sold an independent trust company and leads trust governance and administration efforts.
Best podcasts with John Steiner
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Feb 19, 2026 • 45min
Building Childfree Trust® - Partnership with Welon Trust | Dr. Jay Zigmont, CFP®, John Steiner, CFA®, & Robert Allan, CFP®, CFA®, CPA
Robert Allan, founding member of Welon Trust with CPA and CFA credentials, and John Steiner, veteran trust-company founder and governance lead, discuss creating Childfree Trust®. They describe regulatory hurdles, building processes to outlive founders, and designing emergency medical workflows. Short, candid stories reveal social bias and why traditional trusts refused this work.
