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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Associate Director
Senior Wealth Strategy Associate
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).
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.
Education
Credentials
Associate Director
Senior Wealth Strategy Associate
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).
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.
Education
Credentials
Consider prioritizing SI portfolio alignment
The sustainability transition is not just driven by policy, as investors and corporations alike are integrating SI into their portfolios and businesses. At UBS, we view a widening breadth of SI vehicles as an opportunity to deepen exposure.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
