The right moves for your financial future

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

Women-multigen family

Steven A. Kalodner

Senior Vice President–Wealth Management

Portfolio Manager

Steven was born and raised in Northeast Philadelphia. The son of two teachers who instilled upon him education, hard work, integrity, and honesty. He began his career in 1986 after graduating from the Pennsylvania State University with a Bachelor of Science degree in Finance.  Over the past 30 years he has helped client's manage their wealth throughout good times and bad.  Steven believes that wealth is built over a long period of time and there are no short cuts, that is why accessibility and communication are so important and why he is available by phone, email and face to face nearly every day.  Steven holds the title of Senior Vice President- Wealth Management, Portfolio Manager and Wealth Advisor.

Steven and his wife Jodi enjoy traveling and spending time with their three children, Nicole, Brooke, and Dylan.

Registered States:
  • AZ
  • CA
  • CT
  • DE
  • FL
  • GA
  • LA
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NM
  • NV
  • NY
  • PA
  • RI
  • SC
  • TX
  • VA


  • Bachelor of Science Degree in Finance, The Pennsylvania State University


  • Portfolio Manager
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Custom portfolios
Sustainable investing
Women investors
Business Owners
501 Fellowship Road
Suite 302
Mount Laurel , NJ 08054
  • (856) 985-2041

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Advice. Beyond investing.


Modern Retirement Monthly

A shift in the current

Authorities recently announced important provisions that could affect your decisions as you plan for retirement. With significant changes to Social Security and Medicare, plus the retirement reform coming from the SECURE 2.0 Act, now is a good time to consult with your plan provider, financial advisor and tax advisor about possibly adjusting your retirement strategy.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager