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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Many of Steve’s client families have been working with him for 3 decades across 4 generations. He accompanies them through life helping to accomplish their greatest priorities and deepest aspirations. His favorite aspect of being an advisor is helping guide clients through challenging times by providing customized recommendations based on each client’s situation.
He considers this profession to be a craftwork with a deep purpose. Steve believes that, “Clients have entrusted us with the financial results of their life’s work, with their goals and the achievement of their family’s highest priorities. And we are privileged to honor those commitments.”
Steve joined UBS in 2001 after starting his career at Morgan Stanley in 1994. He, alongside team member George Menham, established and built the Cleveland Branch of Morgan Stanley. The focus of his practice is to assist families and business owners tailor their financial resources toward achieving specific objectives.
Prior to the financial services industry, Steve was involved in the startup of several startup healthcare/technology companies. He is active in his community, serving on the Board of Directors of WTCI-PBS as well as his local church in various ministries. He graduated from the University of Tennessee at Chattanooga. He enjoys traveling with his family, reading, and going on fishing trips with his dad. He is married to Sharlee and they have 3 adult children and a new grandson, Peter.
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.
Senior Vice President–Wealth Management
Many of Steve’s client families have been working with him for 3 decades across 4 generations. He accompanies them through life helping to accomplish their greatest priorities and deepest aspirations. His favorite aspect of being an advisor is helping guide clients through challenging times by providing customized recommendations based on each client’s situation.
He considers this profession to be a craftwork with a deep purpose. Steve believes that, “Clients have entrusted us with the financial results of their life’s work, with their goals and the achievement of their family’s highest priorities. And we are privileged to honor those commitments.”
Steve joined UBS in 2001 after starting his career at Morgan Stanley in 1994. He, alongside team member George Menham, established and built the Cleveland Branch of Morgan Stanley. The focus of his practice is to assist families and business owners tailor their financial resources toward achieving specific objectives.
Prior to the financial services industry, Steve was involved in the startup of several startup healthcare/technology companies. He is active in his community, serving on the Board of Directors of WTCI-PBS as well as his local church in various ministries. He graduated from the University of Tennessee at Chattanooga. He enjoys traveling with his family, reading, and going on fishing trips with his dad. He is married to Sharlee and they have 3 adult children and a new grandson, Peter.
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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
