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$6 trn
UBS Group invested assets
As of 12/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
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
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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