Senior Vice President–Wealth Management
Steven joined UBS in 1987 as a Financial Advisor. He received his Bachelor's degree in Management from the United States Military Academy at West Point, NY and served as a Captain in the United States Army. He is a Certified Financial Planner and specializes in Advanced Financial Planning, derivatives, portfolio customization, and portfolio management.
Education
Credentials
Client Associate
Senior Vice President–Wealth Management
Curtis joined UBS in 2017 as a Client Service Associate. He received his Bachelor's degree from The Broad College of Business at Michigan State University and since becoming a Financial Advisor, he has obtained the CFP® and CRPC® designations. Curtis specializes in derivative implementation as well as equity analysis.
Education
Credentials