$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.
Senior Vice President–Wealth Management
Steve advises a select group of ultra-high-net-worth clients, helping them understand, map, and deploy their wealth effectively. He offers a multi-generational perspective that addresses client priorities while supporting their vision and values for future generations. Steve has extensive experience advising Section 16 officers, Private Equity/Venture Capital partners, and private business owners about the opportunities and challenges inherent in their unique circumstances. He is particularly skilled in portfolio construction and analysis, concentrated stock management, tax mitigation strategies, risk analysis, wealth transfer, and long-term wealth strategy.
Analytical and thorough by nature, Steve seeks to help families enact thoughtful strategies to preserve their wealth and avoid the pitfalls that can accompany substantial success. With over 25 years of experience in financial services, Steve began his career in 1999 at Deloitte and Touche, working in the Assurance and Advisory Services division, attaining the CPA designation. In 2003, Steve joined Merrill Lynch, working most recently with their Private Banking and Investment Group as a Private Wealth Advisor.
Steve is an active fundraiser for Boston Children’s Hospital and the American Cancer Society. Steve and his wife Dabney live in Wenham, Massachusetts, with their two children, Sydney and Zachary.
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
Steve advises a select group of ultra-high-net-worth clients, helping them understand, map, and deploy their wealth effectively. He offers a multi-generational perspective that addresses client priorities while supporting their vision and values for future generations. Steve has extensive experience advising Section 16 officers, Private Equity/Venture Capital partners, and private business owners about the opportunities and challenges inherent in their unique circumstances. He is particularly skilled in portfolio construction and analysis, concentrated stock management, tax mitigation strategies, risk analysis, wealth transfer, and long-term wealth strategy.
Analytical and thorough by nature, Steve seeks to help families enact thoughtful strategies to preserve their wealth and avoid the pitfalls that can accompany substantial success. With over 25 years of experience in financial services, Steve began his career in 1999 at Deloitte and Touche, working in the Assurance and Advisory Services division, attaining the CPA designation. In 2003, Steve joined Merrill Lynch, working most recently with their Private Banking and Investment Group as a Private Wealth Advisor.
Steve is an active fundraiser for Boston Children’s Hospital and the American Cancer Society. Steve and his wife Dabney live in Wenham, Massachusetts, with their two children, Sydney and Zachary.
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
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.
Senior Vice President–Wealth Management
Financial Advisor
Registered Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Registered Client Associate
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.
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.
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
