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$3.9 trillion
In invested assets globally
As of 12/31/2022
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Senior Vice President–Wealth Management
Financial Advisor
Steven is a Senior Vice President – Wealth Management at UBS and began his career as a Financial Advisor with Merrill Lynch in 1996. He holds a CERTIFIED FINANCIAL PLANNING ™ certificate, a designation awarded by the Certified Financial Planner Board of Standards Inc., which is the recognized standard of excellence for competent and ethical personal financial planning. He attained his undergraduate degree from The College of New Jersey in Business Administration. There he enjoyed four successful seasons playing quarterback, culminating in the college's first ever NCAA Div. III football playoff appearance.
As the team's facilitator of investment management, Steve oversees strategic and tactical allocation strategies through institutional asset management as well as providing customized client portfolios. He believes that goal based financial planning helps drive the allocation process and places the clients in the best position to achieve their desired outcome. Working toward these goals and building relationships with each client is the most rewarding and motivating aspect of his financial counseling experience.
Steve enjoys spending time with his family; wife Jeannine and children Steven, Amanda and Madilyn in Hammonton, NJ. He is involved in his community, volunteering in youth sports programs and various advisory boards. Steve is an avid golfer and general sports/outdoor enthusiast.
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
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Steven is a Senior Vice President – Wealth Management at UBS and began his career as a Financial Advisor with Merrill Lynch in 1996. He holds a CERTIFIED FINANCIAL PLANNING ™ certificate, a designation awarded by the Certified Financial Planner Board of Standards Inc., which is the recognized standard of excellence for competent and ethical personal financial planning. He attained his undergraduate degree from The College of New Jersey in Business Administration. There he enjoyed four successful seasons playing quarterback, culminating in the college's first ever NCAA Div. III football playoff appearance.
As the team's facilitator of investment management, Steve oversees strategic and tactical allocation strategies through institutional asset management as well as providing customized client portfolios. He believes that goal based financial planning helps drive the allocation process and places the clients in the best position to achieve their desired outcome. Working toward these goals and building relationships with each client is the most rewarding and motivating aspect of his financial counseling experience.
Steve enjoys spending time with his family; wife Jeannine and children Steven, Amanda and Madilyn in Hammonton, NJ. He is involved in his community, volunteering in youth sports programs and various advisory boards. Steve is an avid golfer and general sports/outdoor enthusiast.
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
Education
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
