Managing Director–Wealth Management
Financial Advisor
Stephen started his career at Morgan Stanley's Boca Raton, FL office in 1997 with the vision of delivering wealth management services to a select group of clients. He is a seasoned and committed professional with over 26 years of experience in the financial services industry. Over the years, Stephen has focused on providing customized investment management solutions to wealthy individuals and their families, as well as cash management strategies for select institutions. Stephen brings a high level of energy and motivation to building relationships with clients and diligently strives to help them achieve their financial goals. At UBS, Stephen is designated as a multi-year President's Council Member.
Stephen's previous work history includes comprehensive financial analysis and auditing experience in the re-insurance industry. Stephen graduated from the University of Florida with a Bachelor of Science degree in Finance. Stephen and his wife, Kara, live in Boca Raton, FL and have one son, Ryan, who graduated from Bucknell University and works as an Investment Banker in NYC.
In the community, Stephen is currently a mentor for American Corporate Partners' Veteran Mentoring Program. He has also previously served on numerous committees for his local synagogue. In his spare time, Stephen and his family are avid adventure travelers and have visited over 38 countries. Additionally, Stephen plays soccer in an adult league twice per week.
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
Education
Credentials
Managing Director–Wealth Management
Financial Advisor
Stephen started his career at Morgan Stanley's Boca Raton, FL office in 1997 with the vision of delivering wealth management services to a select group of clients. He is a seasoned and committed professional with over 26 years of experience in the financial services industry. Over the years, Stephen has focused on providing customized investment management solutions to wealthy individuals and their families, as well as cash management strategies for select institutions. Stephen brings a high level of energy and motivation to building relationships with clients and diligently strives to help them achieve their financial goals. At UBS, Stephen is designated as a multi-year President's Council Member.
Stephen's previous work history includes comprehensive financial analysis and auditing experience in the re-insurance industry. Stephen graduated from the University of Florida with a Bachelor of Science degree in Finance. Stephen and his wife, Kara, live in Boca Raton, FL and have one son, Ryan, who graduated from Bucknell University and works as an Investment Banker in NYC.
In the community, Stephen is currently a mentor for American Corporate Partners' Veteran Mentoring Program. He has also previously served on numerous committees for his local synagogue. In his spare time, Stephen and his family are avid adventure travelers and have visited over 38 countries. Additionally, Stephen plays soccer in an adult league twice per week.
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
Education
Credentials
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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