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$7 trn
UBS Group invested assets
As of 12/31/2025
Senior Vice President–Wealth Management
For more than a quarter of a century, Steve has provided high quality, professional investment services to a very select group of wealthy individuals. His investment philosophy is based upon solid economic and statistical theory and he follows a logical, organized planning process. His relationships with his clients are consistently built upon the highest levels of trust, integrity, value and service. He takes pride in his ability to thoroughly understand his clients' needs and to provide them with the guidance they need to achieve their goals.
Education
Credentials
Senior Vice President–Wealth Management
For more than a quarter of a century, Steve has provided high quality, professional investment services to a very select group of wealthy individuals. His investment philosophy is based upon solid economic and statistical theory and he follows a logical, organized planning process. His relationships with his clients are consistently built upon the highest levels of trust, integrity, value and service. He takes pride in his ability to thoroughly understand his clients' needs and to provide them with the guidance they need to achieve their goals.
Education
Credentials
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
