Email Me
$6.9 trn
UBS Group invested assets
As of 10/29/2025
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
Lets connect
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
Lets connect
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
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.
