Experience

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 and venture capital partners about the opportunities and challenges inherent in their unique circumstances. He is particularly skilled in portfolio construction and analysis, concentrated stock management, tax minimization 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. Steve began his financial services 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. Steve is an active fundraiser for Boston Children's Hospital and the American Cancer Society. He and his siblings lead a charitable venture called “Team Smitty” supporting families in need on Cape Ann. Steve and his wife Dabney live in Wenham, Massachusetts, with their two children, Sydney and Zachary.

Marc joined UBS full time in 2023 after graduating from Bryant University with Bachelor of Science in Business Administration with a Major in Finance and Minor in Communications.  While there, Marc served as a security analyst for Bryant’s student-managed investment fund, Archway Investment Fund, focusing on the InsurTech and FinTech sectors.  In 2022, Marc completed the UBS Wealth Management Internship program gaining valuable experience to provide exceptional client service and operational support to our clients. Marc holds his Series 7 and 66 licenses.

Marc grew up in Gloucester, MA and resides in Boston's North End. In his spare time, he enjoys boating, golfing, and spending time with his family.