$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
As a reliable and experienced professional, Steven has learned that no matter what career you choose to be successful, it takes a commitment to excellence in all you do. Today, as a Wealth Manager at UBS, his commitment begins with listening to clients, understanding their needs, and identifying their priorities and concerns.
Steven began work in the investment management business in 1992 and came to UBS as a Senior Vice President in 2005. Prior to that, he had a successful career developing and managing residential and commercial real estate properties. He holds the Series 6, 7, 24, 31, 63, and 65 securities licenses.
Outside of UBS, Steven enjoys traveling, sports, music and spending time with family and friends. He lives in Brookline, MA with his wife, 3 kids and labradoodle.
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.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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