Executive Director
Financial Advisor
With over 35 years of experience in Fixed Income Investing, Steve brings a deep
understanding of global markets, interest rate cycles, and portfolio risk
management. He began his career at the iconic Shearson Lehman Hutton, where
he developed a strong foundation in Municipal Trading and Finance, and has since
held senior roles at Credit Suisse and currently UBS Financial Services, Inc.—advising
some of the world’s largest clients and navigating complex market environments
across decades of economic change.
Today, Steve applies that institutional-level insight to help individual investors build
resilient, income-generating portfolios. At a time when interest rates have returned
to the forefront of investment strategy, his expertise in bonds, credit markets, and
yield curve positioning provides a critical advantage to clients seeking diversification
and long-term stability.
At his wealth management practice, Steve focuses on helping clients preserve and
grow capital, generate income, and reduce volatility—especially during uncertain
market conditions. His mission is to translate decades of high-level market
experience into personalized strategies that align with each client’s financial goals
and risk tolerance.
Having raised a family with his wife, Heather, Steve also has a natural ability to
connect with younger generations, helping them see wealth as a tool for achieving
goals and understanding the importance of a strong work ethic. His approach is
rooted not only in financial expertise, but in real-life experience and values that
resonate across generations.
Whether you are approaching retirement, seeking to protect your wealth, or
looking for smarter ways to generate income in today’s market, Steve offers the
perspective, precision, and individualized touch of a true industry professional.
Past experience
–Director-Fixed Income, Credit Suisse Securities USA
–Vice President, Fixed Income, Tucker Anthony Inc.
–Vice President, Municipal Bond Trading, Shearson Lehman Inc.
Education and credentials
– B.A. Economics, University of Delaware 1987
– Series 7, 63 and, 65 securities licenses
Life
– Steve lives in Fair Haven, NJ with his wife and two children.
– He serves on the Board of Trustees of The Basie Organization.
– He enjoys music and plays in a number of local area bands.
Recognized as an industry leader:
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.
Executive Director
Financial Advisor
With over 35 years of experience in Fixed Income Investing, Steve brings a deep
understanding of global markets, interest rate cycles, and portfolio risk
management. He began his career at the iconic Shearson Lehman Hutton, where
he developed a strong foundation in Municipal Trading and Finance, and has since
held senior roles at Credit Suisse and currently UBS Financial Services, Inc.—advising
some of the world’s largest clients and navigating complex market environments
across decades of economic change.
Today, Steve applies that institutional-level insight to help individual investors build
resilient, income-generating portfolios. At a time when interest rates have returned
to the forefront of investment strategy, his expertise in bonds, credit markets, and
yield curve positioning provides a critical advantage to clients seeking diversification
and long-term stability.
At his wealth management practice, Steve focuses on helping clients preserve and
grow capital, generate income, and reduce volatility—especially during uncertain
market conditions. His mission is to translate decades of high-level market
experience into personalized strategies that align with each client’s financial goals
and risk tolerance.
Having raised a family with his wife, Heather, Steve also has a natural ability to
connect with younger generations, helping them see wealth as a tool for achieving
goals and understanding the importance of a strong work ethic. His approach is
rooted not only in financial expertise, but in real-life experience and values that
resonate across generations.
Whether you are approaching retirement, seeking to protect your wealth, or
looking for smarter ways to generate income in today’s market, Steve offers the
perspective, precision, and individualized touch of a true industry professional.
Past experience
–Director-Fixed Income, Credit Suisse Securities USA
–Vice President, Fixed Income, Tucker Anthony Inc.
–Vice President, Municipal Bond Trading, Shearson Lehman Inc.
Education and credentials
– B.A. Economics, University of Delaware 1987
– Series 7, 63 and, 65 securities licenses
Life
– Steve lives in Fair Haven, NJ with his wife and two children.
– He serves on the Board of Trustees of The Basie Organization.
– He enjoys music and plays in a number of local area bands.
Recognized as an industry leader:
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.
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.
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