Experience

Bryan joined UBS Financial Services over 20 years ago. He is a Senior VP in Wealth Management as well as the Senior Portfolio Manager for Steele & Rozek Wealth Management. Bryan is responsible for the daily management of the team’s 3 core equity portfolios, the AllCap, Growth & Income and the SmallMid Cap. Bryan earned a B.S. in Economics and a B.A. in German at the University of Utah. He continued his education at the University of South Carolina where he earned an M. A. in Economics. He also has the AAMS (Accredited Asset Management Specialist) designation. Bryan enjoys attending events at the World Affairs Council of Charlotte and the Charlotte Economic Club. Bryan enjoys playing tennis, pickleball and golf at Olde Providence Racquet Club and/or Pine Lake Country Club where he is a member. He also enjoys reading, traveling and spending time with his family.

Tiffany embarked on her career as a Financial Advisor in 2007 and currently focuses on providing our clients with personalized wealth management solutions and comprehensive financial planning. Her superior analytical and problem solving skills formed while earning her degree in chemical engineering were refined during her eight years of work experience with a global manufacturing company in the U.S. and Europe. Our clients now benefit from Tiffany’s international experience and expertise in analytics and risk management. A master of quantitative and process management, Tiffany particularly enjoys helping clients make the most efficient use of their resources to help protect and increase their financial security.

Alex began his career in the financial services industry in 2014.  Prior to joining Steele & Rozek Wealth Management in 2017, Alex worked as a Financial Advisor in the UBS Wealth Advice Center.   Alex serves as the team investment analyst and also assists with other key functions of the team including publication of the monthly newsletter.  He holds the Series 7 and Series 66 security licenses.  Additionally, he is a CFA Charterholder and member of the CFA Society of North Carolina.   Alex earned a B.S. in Finance from the University of South Carolina with a minor in Sport & Entertainment Management.  In his free time, Alex enjoys watching sports, playing the guitar, and spending time with his family.  Alex lives in Charlotte with his wife, Victoria.

Dino entered the banking world in 2017 when he first joined Wells Fargo but it didn't take long for him to outgrow his role and move on to bigger and better things in 2019 finding a home at UBS with Steele and Rozek Wealth Management. A graduate of the Les Roches School of Hotel Management in Bluche, Switzerland, Dino brings to the team a strong background in hospitality with a passion for client relations. His unmatched attention to detail as well as his international background accompany a deep appreciation of all cultures and drive a genuine interest in forming trusted relationships with clients. Dino values the opportunity to go the extra mile and provide white glove service while helping his clients develop their financial goals. In his free time you can find him cheering on his favorite soccer teams and filling his passport pages as he explores the globe.