Lasting relationships

Understanding what matters most to you

Insights

Envisioning a plan to connect you to your objectives.
At the heart of my approach to managing your wealth is a single-minded focus on getting to know you and your aspirations in every aspect of your life. Working with you in a collaborative partnership that goes beyond financial planning, I specialize in using your vision of the future to develop a personalized wealth management plan for what you want to achieve and in building the connections you need to make it happen.

Two women laptop

Steven Rozencwaig

Senior Vice President–Wealth Management

Financial Advisor

Since 1991 Steve brings experience to managing wealth for individuals, families and business owners. His comprehensive approach to financial planning and portfolio management is based on getting to know his clients personally and understanding their goals in the broadest context of their lives. With a focus on the Hispanic community that is grounded in his Hispanic background and fluency in Spanish, he provides guidance on financial and non-financial matters, and uses his extensive network of contacts to connect clients to other trusted professionals to help them pursue their goals.

Registered States:
  • CA
  • CT
  • DC
  • FL
  • IL
  • MD
  • MI
  • NC
  • NJ
  • NY
  • PA
  • SD
  • TX
  • VA

Education

  • B.S. Accounting, New York University
  • M.B.A. Financial Management, Pace University
1285 Avenue Of The Americas
New York, NY 10019
  • (212) 713-2098

Email Me

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    F. Rachel Wolff

    Client Associate

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IA
    • IL
    • KS
    • MA
    • MD
    • MI
    • MO
    • NC
    • NJ
    • NY
    • OH
    • OK
    • PA
    • SD
    • TX
    • VA
    • VI

          1285 Avenue Of The Americas
          New York, NY 10019

        What did the Fed say?

        Retirement planning

        Retirement planning

        Multigenerational planning

        Multigenerational planning

        Legacy—Wealth for others

        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.

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager