$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We know that each client has unique financial priorities and concerns, and we work hard to provide families with wealth management strategies to help them address the complexities of wealth in pursuit of their long-term goals.
Within UBS, our team has access to significant resources and the support of a global organization. Joseph, Steven, and Stefani possess the skills to navigate the resources of UBS. With perspective and experience gained from seeing clients during a variety of market conditions, we can help you prepare for any evolution of your wealth and goals over your lifetime – and for generations to come.
Managing Director–Wealth Management
As a founding member of GKB & Associates, Steve is the managing partner and is responsible for the management of the team as well as its daily operations. In addition, he focuses on helping clients develop strategies to achieve their families’ goals and objectives.
Steve began his career at Merrill Lynch Wealth Management in 1989, after graduating from Emory University with a bachelor’s degree in economics. During his tenure at the firm, he earned his MBA in finance from Fordham University.
Steve lives in New York City. He has a daughter in Law School. As a cancer survivor himself, Steve is actively involved with LRF-Lymphoma Research Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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