Senior Vice President–Wealth Management
As a reliable and experienced professional, Steven has learned that no matter what career you choose to be successful, it takes a commitment to excellence in all you do. Today, as a Wealth Manager at UBS, his commitment begins with listening to clients, understanding their needs, and identifying their priorities and concerns.
Steven began work in the investment management business in 1992 and came to UBS as a Senior Vice President in 2005. Prior to that, he had a successful career developing and managing residential and commercial real estate properties. He holds the Series 6, 7, 24, 31, 63, and 65 securities licenses.
Outside of UBS, Steven enjoys spending time with family, friends and clients, along with eating great food, watching soccer and the New England Patriots. He lives in Brookline, MA, with his wife, Lisa, teenage children: Sam, Natalie and Isaac, and their labradoodle.
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Vice President–Wealth Management
Michael came to UBS in early 2020 after a successful career at Fidelity Investments as a Financial Consultant within their Private Client Group in Boston. In this position, Michael was in charge of financial planning and investment strategy for over 400 families and businesses representing over $1.1 billion in assets. Michael provides a comprehensive planning approach which combines investment and tax strategy to help find untapped opportunities for his clients.
Joe began working for UBS Financial Services, Inc. in May 2017 and was brought into The Scher Group in January 2019. Joe is responsible for the team's day-today operations from onboarding clients to placing trades. He began his professional career at Fidelity Investments in 2012 where he worked in Restricted Stock Services for 4 years before working as a Financial Representative in their West Hartford, Connecticut branch for just over a year. Joe currently lives in Swampscott, MA with his wife, Stephanie, and his two children, Lena and Patrick. Away from the office, Joe enjoys snowboarding, attending concerts and sporting events, relaxing at the beach, and sight-seeing.
Prior to joining UBS in September 2022, Kristen spent five years with Wells Fargo Advisors as a sales assistant and 17 years at Commonwealth Financial as an operations liaison specialist. Kristen lives in Quincy, MA. She enjoys yoga, running and cardio boxing.