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$3.1 trillion
In invested assets globally
As of 03/31/2021
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Steve is a founding partner of Torrey Pines Wealth Management, a UBS Signature Team. Together with his team, Steve designs comprehensive wealth management solutions - including strategic asset allocation portfolios, business exit-planning strategies and wealth preservation solutions- for a select group of business owners, executives and high net worth families.
Steve has profound experience in the wealth management industry- successfully helping clients exit their companies, retire comfortably, and securely pass their wealth along to future generations. He is dedicated to lifelong learning and professional development and has earned the Wealth Advisor and Certified Exit Planning Advisor (CEPA) designations. He is a member of the esteemed President’s Council representing UBS’ top advisors and was a 2018 recipient of the UBS Aspire Award for collaboration, leadership and service.
Steve has earned an M.B.A. in Advanced Finance from the University of South Florida and a B.A. in International Relations from Tulane University, where he studied abroad at the University of Cambridge, England. Prior to his career in wealth management, Steve served as a helicopter pilot in the Marine Corps where he was decorated for performance in peacetime, humanitarian and combat operations. Steve recently retired as a Lieutenant Colonel after twenty-three rewarding years of active duty and reserve service.
Steve and his family reside in Rancho Bernardo. In his leisure time, Steve enjoys open-water swimming, playing tennis, traveling with his family and listening to live music.
Personal & Community
Education
Credentials
Senior Vice President–Wealth Management
Steve is a founding partner of Torrey Pines Wealth Management, a UBS Signature Team. Together with his team, Steve designs comprehensive wealth management solutions - including strategic asset allocation portfolios, business exit-planning strategies and wealth preservation solutions- for a select group of business owners, executives and high net worth families.
Steve has profound experience in the wealth management industry- successfully helping clients exit their companies, retire comfortably, and securely pass their wealth along to future generations. He is dedicated to lifelong learning and professional development and has earned the Wealth Advisor and Certified Exit Planning Advisor (CEPA) designations. He is a member of the esteemed President’s Council representing UBS’ top advisors and was a 2018 recipient of the UBS Aspire Award for collaboration, leadership and service.
Steve has earned an M.B.A. in Advanced Finance from the University of South Florida and a B.A. in International Relations from Tulane University, where he studied abroad at the University of Cambridge, England. Prior to his career in wealth management, Steve served as a helicopter pilot in the Marine Corps where he was decorated for performance in peacetime, humanitarian and combat operations. Steve recently retired as a Lieutenant Colonel after twenty-three rewarding years of active duty and reserve service.
Steve and his family reside in Rancho Bernardo. In his leisure time, Steve enjoys open-water swimming, playing tennis, traveling with his family and listening to live music.
Personal & Community
Education
Credentials
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
$3.1 trillion
In invested assets globally
As of 03/31/2021
51 countries
Our global footprint
Global leader
UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020
