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 Partner with the Teixeira Loughran Group of UBS, our clients are my focus. We help individuals and families form a path towards meeting their unique financial goals. Whether you are saving to purchase a first home, starting a new business, planning for college tuition, or retiring from a lengthy career – we will serve as an experienced sounding board.

Providing financial planning advice requires a deep understanding of the client – both where they are now and where they wish to be in the future. Together, we’ll review your complete picture, including: assets and liabilities, cash flow, family makeup, professional aspirations, personal interests – and most importantly, both short and long term financial goals.

The Teixeira Loughran Group is a small boutique within the large global franchise of UBS Financial Services. Our main objective is to help clients improve their financial, emotional and personal well-being. The team has decades of experience, through many market cycles, assisting clients from many walks of life – business owners, corporate executives, school teachers, young families, retirees, and professional athletes – across the entirety of the U.S. and beyond. Quality of service is a top priority, as clients can at all times expect integrity, respect, and reliability – from a team they can grow with and trust.

I joined UBS along with the rest of the team during the Summer of 2016 and prior to that had served the Teixeira Loughran Group in a similar capacity at Merrill Lynch. My loving wife Danielle and I reside in Chatham, New Jersey with our two wonderful children, Cooper and Charlotte. We spend our free time enjoying the company of family and friends, and seeking new adventures to explore.

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

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Angelo joined UBS in July 2016 as a Senior Wealth Strategy Associate with the Teixeira Loughran Group. He had also previously served in the same role for the same at Merrill Lynch since 1998. Angelo primarily focuses on client relationship coverage, high-level operations, investment analysis, and research. He oversees option executions and provides customized reporting to corporate executive clients, including filing requirements associated with restricted shares sales and insider transactions. He manages the efficiency and accuracy of the team trading and operations.

Angelo earned his degree from St. John’s University (B.A.), as well as the Chartered Retirement Planning Counselor™ industry designation. He currently resides in Massapequa, New York with his wife Jessica and three daughters; Gianna, Brooke, and Emmy.

Andrew joined UBS in July 2016 as a Wealth Strategy Associate with the Teixeira Loughran Group after previously serving in the same role with the team at Merrill Lynch. He began his career in 2010 with a boutique wealth management firm. Andrew’s primary focuses include: client services, retirement planning, and account maintenance and understanding crucial elements of clients’ needs. Outside of the office, Andrew can be found in the gym, enjoying an outside activity,  or at his home in Whitestone, New York.

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, Boston College Alumni Association Board of Directors, and Tech:NYC. Alexis received a Bachelor of Science from the Carroll School of Management at Boston College in Finance and Entrepreneurship. Alexis lives in New York with her husband.