Email Me
$3.9 trillion
In invested assets globally
As of 12/31/2022
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Vice President–Wealth Management
Financial Advisor
Steve joined The Cornerstone Group at UBS in 2015, bringing 14 years of experience to the team. He began his financial services career in 2001 as a licensed banker with First Union, and through corporate mergers, became a Financial Advisor with Wachovia Securities, later Wells Fargo Advisors, in 2008. Steve received his Chartered Retirement Planning Counselor℠ (CRPC®) designation in 2009, exhibiting his abilities and experience in all facets of financial well being.
A native of Canton, IL., Steve received his B.S. in History from Bradley University. During his studies at Bradley, he also spent a semester abroad at Stockholm University in Stockholm Sweden. Steve and his wife, Shelby, moved to Durham in late 2000 when Shelby accepted a position in the School of Medicine at Duke University, a position which she still holds. Steve and Shelby are the parents of Olivia (2002) and Nicklaus (2005).
Education
Credentials
Vice President–Wealth Management
Financial Advisor
Steve joined The Cornerstone Group at UBS in 2015, bringing 14 years of experience to the team. He began his financial services career in 2001 as a licensed banker with First Union, and through corporate mergers, became a Financial Advisor with Wachovia Securities, later Wells Fargo Advisors, in 2008. Steve received his Chartered Retirement Planning Counselor℠ (CRPC®) designation in 2009, exhibiting his abilities and experience in all facets of financial well being.
A native of Canton, IL., Steve received his B.S. in History from Bradley University. During his studies at Bradley, he also spent a semester abroad at Stockholm University in Stockholm Sweden. Steve and his wife, Shelby, moved to Durham in late 2000 when Shelby accepted a position in the School of Medicine at Duke University, a position which she still holds. Steve and Shelby are the parents of Olivia (2002) and Nicklaus (2005).
Education
Credentials
Seek returns and drive change through sustainable investing
Your values define you. But do your investments reflect who you are? As a global leader in sustainable investing, we can help your portfolio align with your principles, while seeking returns.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
