Insight-based advice

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

Steve M. Kehoe, CFP

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER®

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • IN
  • MA
  • ME
  • MN
  • NC
  • NH
  • NV
  • NY
  • OH
  • OK
  • OR
  • SC
  • TX
  • WA

Education

  • MS Civil Engineering, University of Colorado, Boulder
  • BA Chemistry, Magna Cum Laude, University of California, Santa Barbara

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Wealth Advisor
1801 13th Street
Suite 100
Boulder, CO 80302

Email Me

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Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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UBS is a leading and truly global wealth manager

More than 160 years

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