Family. Wealth. For Generations.

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Steve Mallah is the Managing Director of the Mallah Financial Group. With over 30 years of experience at the top firms in the financial services industry, Steve has provided investment advice to individuals and their families while building solid and long-lasting relationships with his clients.

Steve began his career over thirty years ago at Shearson Lehman Amex and continued his career at Paine Webber, Morgan Stanley and ultimately at UBS for the past ten years. His concentration is working with high and ultra-high net worth individuals, family legacy planning, and financial planning to help individuals and families reach their retirement and life goals. Steve believes in outsourcing to the most qualified managers to achieve the best financial results for individuals and families.

Steve enjoys golfing, biking, traveling and spending time with his wife Susan and their three children and grandchildren.

“I’m doing the right thing for people and everything else falls into place.”

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Melissa is a Financial Advisor with the Mallah Financial Group based in New York, NY. She focuses on financial planning, exit strategies and legacy preparation, often in partnership with the women’s, business owners’ and athletes and entertainers’ groups to support her clients. Deeply committed to advancing women’s financial empowerment, Melissa is a passionate advocate for inclusion, sustainability and impact. She is a mentor through the UBS Project Entrepreneur grant-making program, an advisor in the UBS Accelerator Project Female Founder, and an advisor in the UBS x Black Innovation Alliance partnership. She excels at guiding her clients toward achieving their financial goals and prosperity through meticulous analysis, strategic planning and sound investing strategies.

Melissa’s career began as an attorney in Corporate Securities Law and expanded into a variety of philanthropic and fundraising endeavors. Melissa graduated with a Juris Doctor from Brooklyn Law School and a degree in Business Management from the University of Massachusetts, Amherst. Prior to entering the financial services industry, she worked as in-house counsel and in compliance. 

Melissa serves on the Board of Directors of The Unlocked Foundation, a nonprofit organization on a mission to close the gender wealth gap. She is also actively involved with her alma mater, Brooklyn Law School, and sits on the Board of Directors of the Mansion House Co-op. Melissa enjoys traveling, skiing, running and hiking with her husband and three children.

“I constantly think about the risk-reward ratio. I believe that you need to take chances in life, because if you don't take risks and step out of your comfort zone, you cannot grow. However, I try to balance the risks with stability, comfort and safety.”

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Daniel is a Client Service Associate with the Mallah Financial Group. He has worked at UBS for six years creating financial plans and shadowing the team. Daniel graduated from Florida Atlantic University with a Bachelor's degree in Sociology. 

Outside of work, Daniel enjoys golf, yoga and traveling.

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Devora Tepper is a Senior Client Service Associate for the Mallah Financial Group with over 20 years of experience at several top firms in the financial services industry.