Experience

Steve joined UBS in January 2016, and has over 30 years in the financial service industry. Steve focuses on Wealth Management and investment planning for high net worth individuals and affluent clientele. He has extensive experience in portfolio construction, equity and fixed income trading, financial planning and retirement stategies. Steve strives to serve as a trusted advisor taking an individual tailored approach to investing. Reviewing the client's personal and financial goals and developing a customized strategy based upon their needs and objectives.

Steve focuses on building solid relationships with our clients who come for advice and guidance on their most complex financial management and investment challenges.

Steve lives in Manhattan with his wife Melissa, and kids Samantha and Zachary. He enjoys golf, tennis and biking.

Zachary began working at UBS Financial services in June 2016 in the Wealth Management division. He has recently obtained his series 7 license as well as pursuing his 66 license. Zachary graduated from the Fisher College of Business at The Ohio State University earning his bachelor's degree in Logistics Management. His areas of focus include client service, online services, money movement/transfers and maintaining communication between clients and the FA making sure that all requests are handled correctly in a timely manner. He has recently moved into New York City and is an avid sports enthusiast.