Experience

Steve joined UBS in July 2016 as a Managing Director – Wealth Management after an extensive career at Merrill Lynch, stemming from 1993. During his career, Steve has held various industry designations, including, Certified Investment Management Analyst and Chartered Retirement Planning Counselor. He also served as a member of the Merrill Lynch faculty and the Merrill Lynch National Advisory Council to Management. Steve has been involved with a number of international and local philanthropic causes and currently resides in Water Mill, New York with his wife Lisa and two daughters Alexis and Dominque.

Prior to commencing his wealth management career, Steve practiced law for seven years, primarily with prominent New York City law firms – specializing in offshore and hedge fund legal advisory services, general corporate law, and mergers and acquisitions. He graduated from Fordham University School of Law (J.D., 1986) and the College of Business Administration at Fordham University (B.S., 1983, Summa Cum Laude).

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John joined UBS in July 2016 as a Managing Director – Wealth Management after an extensive career at Merrill Lynch, stemming from 1989. With more than 30 years of experience in the investment advisory field, John has earned additional professional designations including Senior Portfolio Manager and International Financial Advisor. John currently lives in Madison, New Jersey with his wife Amanda and three children; Brooke, Mackenzie, and Jake.

John graduated from the University of Notre Dame, majoring in Finance (B.S. 1987, Magna Cum Laude). He played varsity baseball for four years and was selected three times to the GTE Academic All-American team. John is an avid golfer and snowboarder, always looking to improve.

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As a Senior Advisor of the Teixeira Loughran Group at UBS, Michael’s role primarily revolves around serving the complex needs of our diverse client base. His passion stems from understanding the importance of financial security and independence for our clients and the difference it makes in their lives. On a daily basis, Michael strives to help our clients live a “richer” life, which is defined by an improvement in their financial, emotional, or personal well-being.

Michael entered the financial services industry in 2008 during the height of the great financial crisis. While he didn’t quite know the historical significance at the time, this allowed him to really hone the emotional aspect of working with clients and their money, especially around the concept of risk. This skill set would serve valuable during a few various stops as both an advisor and as an analyst on his way to landing with The Teixeira Loughran Group in 2014. Michael shifted with the entire team to UBS Wealth Management in 2016, where he has continued to gain new skills and serve a variety of families in the areas of financial planning, investment management, estate planning, insurance, and cash flow / budgeting. Michael’s work mission, as your trusted financial partner, is to simplify the complex and bring understanding and guidance to financial decisions. Our clients often seek a roadmap and that’s exactly what they can expect when working with Michael and the team.

On the personal side, Michael and his loving wife Danielle reside in Chatham, New Jersey with their three wonderful children: Cooper, Charlotte, and Cameron. They spend their free time enjoying the company of family and friends, seeking new adventures to explore, and rooting for their beloved Yankees, Dolphins, and Devils.

CERTIFIED FINANCIAL PLANNER™
Certified Private Wealth Advisor®
M.B.A. University of Maryland (Robert H. Smith)
B.S. Northeastern University (D'Amore-McKim)

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Angelo joined UBS in 2016 as a Senior Wealth Strategy Associate, after serving in a similar capacity for eighteen years at Merrill Lynch, all with the Teixeira Loughran Group.

He primarily focuses on client relationship management, providing white glove service, and solving complex operational issues. He oversees high-level needs of our clients, including options and trade execution, trusts and estates, and customized reporting for corporate executives such as filing requirements associated with restricted shares and insider transactions.  Angelo also has earned the Chartered Retirement Planning CounselorTM designation from the College for Financial Planning.

Angelo is a proud alumnus of St. John’s University and currently resides in Massapequa, New York with his wife Jessica and three daughters; Gianna, Brooke, and Emmy.

Andrew joined UBS in 2016 as a Wealth Strategy Associate, after serving in a similar role for four years at Merrill Lynch and prior to that beginning his career in 2010 with a boutique investment firm.

He strives daily to provide consistent high-level client service, account maintenance and updates, proactive communication and introduction to features available at UBS, and uncovering additional client needs and opportunities. Angelo also has earned the Chartered Retirement Planning CounselorTM designation from Kaplan.

When not in the office, Andrew is an active athlete, often spending his free time outside. He currently resides in Manhasset, New York with his wife Rachele and their son Peter.

Alexis joined The Teixeira Loughran Group at UBS to focus on supporting entrepreneurs, successful female leaders and next-generation clients. Alexis brings a modern approach to supporting high-net-worth clients and founders. Prior to UBS she served as the Chief of Staff at Carta and as a member of the Core Management Team at Bridgewater Associates. She began her career at UBS as an analyst in the Global Wealth Management Graduate Training Program. Alexis has also advised and angel-invested in several companies, primarily focused on diverse-led companies.

Outside of work Alexis has a passion for giving back through her board involvement at The Robin Hood Foundation, Food Bank for NYC, Vital Voices Global Partnership, Tory Burch Foundation Fellowship, and the Boston College Alumni Association Board of Directors.

Alexis received a Bachelor of Science from the Carroll School of Management at Boston College in Finance and Entrepreneurship. Alexis lives in New York City with her husband.