$6.9 trn
UBS Group invested assets
As of 10/29/2025
Senior Vice President–Wealth Management
Steve takes pride in being able to help individuals and families manage their investments with a view to their long-term objectives. He works with clients to design an investment plan for important life goals, balancing growth and preservation over time.
Steve anchors investment ideas and strategies in a deep understanding of what clients want to accomplish, as well as provide timely research insights and trends from across the firm. He helps clients determine the combination of solutions, managers and strategies suited to particular preferences, and ensures client portfolios stay aligned with their future vision.
Steve is a long-time board member of the Association of Corporate Growth of Orange County. Prior to moving to California, Steve spent 12 years on Wall street gaining valuable industry knowledge and insights.
CA Insurance Lic #0E59035
Senior Vice President–Wealth Management
Steve takes pride in being able to help individuals and families manage their investments with a view to their long-term objectives. He works with clients to design an investment plan for important life goals, balancing growth and preservation over time.
Steve anchors investment ideas and strategies in a deep understanding of what clients want to accomplish, as well as provide timely research insights and trends from across the firm. He helps clients determine the combination of solutions, managers and strategies suited to particular preferences, and ensures client portfolios stay aligned with their future vision.
Steve is a long-time board member of the Association of Corporate Growth of Orange County. Prior to moving to California, Steve spent 12 years on Wall street gaining valuable industry knowledge and insights.
CA Insurance Lic #0E59035
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Registered Client Associate
Senior Registered Client Associate
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.
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.
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
