Managing Director–Wealth Management
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. Steve has obtained the title of Wealth Advisor by undergoing a rigorous accreditation program.
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.
Vice President–Wealth Management
Victoria joined UBS in November 2020 as a Client Service 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.
Senior Client Associate
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.