How can you pursue what matters most?

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Steve Shemirani

    Steven Shemirani

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • MS
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV

    Steve specializes in working with affluent individuals and the challenges in meeting their overall financial goals and dreams.

    He has over 30 years of experience in the financial services industry with UBS and its legacy firms.  He holds the Series 7, 63 and 65 securities licenses, as well as licenses for life, health insurance and annuities.  

    Born and raised in Rochester, New York, Steve resides in Pittsford with wife Lisa and children Ellie, Sophie, and Will. He is a graduate of McQuaid Jesuit High School and Hamilton College, with a B.S. degree in economics and history.  He enjoys time with family and outdoor activities.

    • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        400 Linden Oaks
        Rochester, NY 14625
        steven.shemirani@ubs.com
        Steven Shemirani
        400 Linden Oaks,Rochester,NY,14625
      • Jeff Rocca

        Jeff Rocca

        Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • IL
        • IN
        • MA
        • MD
        • ME
        • MI
        • MN
        • MS
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WV

              400 Linden Oaks
              Rochester, NY 14625
              jeff.rocca@ubs.com
              Jeff Rocca
              400 Linden Oaks,Rochester,NY,14625
            • Victoria

              Victoria Montemorano

              Client Associate

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              • NY

              Victoria joined UBS in November 2020 as a Client Associate.   She manages the operational, administrative and client service functions for the team. 

              Victoria graduated from Bentley University, where she majored in managerial economics with a concentration in marketing.   She enjoys doing CrossFit in her spare time.   Since joining UBS, Victoria has passed industry exams to hold her Series 7 and 66 registrations. 

                    400 Linden Oaks
                    Rochester, NY 14625
                    victoria.m.montemorano@ubs.com
                    Victoria Montemorano
                    400 Linden Oaks,Rochester,NY,14625
                  • Lisa Harrington

                    Lisa Harrington

                    Senior Client Associate

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                    • AZ
                    • CA
                    • CO
                    • FL
                    • IL
                    • MA
                    • MD
                    • MI
                    • NY
                    • OR
                    • PA
                    • SC
                    • TX
                    • UT
                    • VA
                    • WA

                    Lisa brings 5 years of experience in the financial services industry, most recently as a Senior Registered Client Service Associate with the UBS Northern California Market. Lisa attended The Rochester Institute of Technology where she earned her B.S. in Advertising and Public Relations and M.S. in Communication and Media Technology. Lisa joined our team in 2020 as a Client Service Associate, providing administrative and operational support to our clients.

                    In her free time Lisa enjoys yoga, surfing and spending time with family and friends. She lives in Penfield, NY with her husband, two daughters, and family dog Porter.

                          400 Linden Oaks
                          Rochester, NY 14625
                          lisa.harrington@ubs.com
                          Lisa Harrington
                          400 Linden Oaks,Rochester,NY,14625

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                        Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

                        We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

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