$6 trn
UBS Group invested assets
As of 12/31/2024
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.
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.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
