Managing Director–Wealth Management
Financial Advisor
As a Certified Private Wealth Advisor® and Certified Exit Planning Advisor with 24 years of experience in wealth management, Steve Gold has made a name for himself in working with successful families and their complex needs. Before joining UBS, Steve worked at Morgan Stanley and was recognized with several excellence awards. At UBS, Steve is a Managing Director-Private Wealth Management, of the Gold Wealth Management Group. Steve earned his BS in Finance and Computer Information Systems from the University of Miami.
Steve is actively engaged in the community serving as a board member on the University of Miami Entrepreneurship Board and a part of the University of Miami Business School Mentor Program. Steve is a vice chair of South Dade board for Greater Miami Jewish Federation. Steve is the Immediate Past President of the Zeta Beta Tau Foundation Board and member of the UBS Chairman's Council. Steve lives in Miami, FL with his wife Avi and children Aaron and Sophie.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Managing Director–Wealth Management
Financial Advisor
As a Certified Private Wealth Advisor® and Certified Exit Planning Advisor with 24 years of experience in wealth management, Steve Gold has made a name for himself in working with successful families and their complex needs. Before joining UBS, Steve worked at Morgan Stanley and was recognized with several excellence awards. At UBS, Steve is a Managing Director-Private Wealth Management, of the Gold Wealth Management Group. Steve earned his BS in Finance and Computer Information Systems from the University of Miami.
Steve is actively engaged in the community serving as a board member on the University of Miami Entrepreneurship Board and a part of the University of Miami Business School Mentor Program. Steve is a vice chair of South Dade board for Greater Miami Jewish Federation. Steve is the Immediate Past President of the Zeta Beta Tau Foundation Board and member of the UBS Chairman's Council. Steve lives in Miami, FL with his wife Avi and children Aaron and Sophie.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Authorized Officer
Senior Wealth Strategy Associate
Tom has over 20 years of Fixed Income and Trading experience. He develops personalized wealth strategies, creates asset allocation models, and reviews portfolio holdings for individual clients. He was a former member of the Chicago Board of Trade; specializing in Fixed Income Options and yield curve trading. He holds a Bachelor of Science in Economics from the University of Illinois at Chicago.
Credentials
Authorized Officer
Senior Wealth Strategy Associate
Tom has over 20 years of Fixed Income and Trading experience. He develops personalized wealth strategies, creates asset allocation models, and reviews portfolio holdings for individual clients. He was a former member of the Chicago Board of Trade; specializing in Fixed Income Options and yield curve trading. He holds a Bachelor of Science in Economics from the University of Illinois at Chicago.
Credentials
Team Administrator
Danisbel Joined our team in 2015 with the business development specialist role responsible for our branding, client events, educational seminars, public relations and marketing for the team. Danisbel has since transitioned to the registered client service associate role handling the team daily administrative support and meeting the ongoing needs of our clients ensuring our clients receive the highest level of service. She has a Bachelor in Supervision & Management from Miami Dade College.
Team Administrator
Danisbel Joined our team in 2015 with the business development specialist role responsible for our branding, client events, educational seminars, public relations and marketing for the team. Danisbel has since transitioned to the registered client service associate role handling the team daily administrative support and meeting the ongoing needs of our clients ensuring our clients receive the highest level of service. She has a Bachelor in Supervision & Management from Miami Dade College.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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