Managing Director–Wealth Management
Steve has been in wealth management since 1994 and has earned the Certified Investment Management Analyst® (CIMA ®) designation from the Wharton School of the University of Pennsylvania. Steve is a Senior Portfolio Manager in the UBS Portfolio Management Program (PMP), which allows him to manage proprietary model portfolios and tailor investment strategies to meet each client's unique needs and goals. His experience in financial planning, asset allocation and portfolio construction qualify him to translate macroeconomic data and financial market events into actionable ideas for client portfolios. Steve is in regular communication with clients regarding their investments and constantly monitors the overall market environment.
Steve is personally involved with many charitable organizations in the community. Currently, Steve serves on the Board of Ambassadors for The Boys & Girls Club of Greater Conejo Valley and the UCSB Alumni Board of Directors. Steve and his wife, Amparo, live in Westlake Village with their sons Jacob and Robert, and daughter Alessandra.
California Insurance License: 0B44118
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Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Courtney joined UBS in 2019 as a Senior Wealth Strategist. She has a commitment to developing strong ongoing relationships with each client and providing financial guidance as life situations change. She began her financial services career is 2007 with Citi Smith Barney. She is a Certified Financial Planner™ practitioner, and holds a Series 7,66,9, and 10 securities licenses as well as an California Life, Accident and Health Insurance license and earned a Bachelor's degree from Pepperdine University. She ensures that all client requests are handled promptly and is instrumental in delivering the highest level of client service. She has a passion for health and fitness, live music and travel.
Brandi Lynn joined The Davis Group, in 2020, as a Client Service Associate. She ensures that all client requests are handled promptly and always strives to deliver excellent client service. Brandi is currently studying for Series 7 exam. She graduated from Everest College with a Degree in Surgical Technology. Brandi Lynn enjoys spending time with her family and friends; and furthering her passion for Photography.
Amparo works with high-net-worth UBS clients to assist in the coordination and collection of financial asset information to prepare a client’s comprehensive financial plan. In her role she provides support for helping a client identify their financial goals and develop a tailored plan to meet their specifically tailored financial objectives. Amparo graduated from the University of California at Los Angeles, and received her Juris Doctorate Degree in 1997. Prior to UCLA Law, Amparo received her Bachelor of Art degree from the University of California at Santa Barbara in 1994. Amparo is a licensed attorney in the State of California and a member of the California State Bar.
Wealth Strategy Associate
Mayra Venegas recently joined the Davis Group as a Wealth Strategy Associate. Mayra has over 15 years of experience in the area of Finance, first as a branch manager for Bank of America and more recently as a Registered Wealth Management Client Associate for Merrill Lynch and Morgan Stanley. She has a Bachelor of Science in Finance from Cal State University Northridge and an MBA from Woodbury University. In addition, she holds her series 7 and 66 licenses.
Mayra is married to her husband, Ray, and just recently had her first child, a daughter named Isabella.
In her free time Mayra enjoys practicing martial arts where she holds a brown belt in Kenpo karate and spending time with her family and her two dogs, Buddy and Nova.