Senior Vice President–Wealth Management
Financial Advisor
California Insurance License #: 0D86857
2009-Present UBS Financial Services Inc. Senior Vice President/Senior Portfolio Manager, 2003-2009 Morgan Stanley Smith Barney Senior Vice President/Senior Portfolio Manager, 1984-2003 A.G. Edwards Senior Vice President/Manager, 1981-1984 Paine Webber Financial Advisor, Senior Portfolio Manager Designation, Series 8- General Securities Sales Supervisor, Series 3- National Commodity Futures, Series 7- General Securities Representative, Series 63- Uniform State Exam, Series 65- Investment Advisory Agent Life & Variable Annuity Insurance Licensed, Bachelor of Science Finance/Marketing; Northeastern University.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
California Insurance License #: 0D86857
2009-Present UBS Financial Services Inc. Senior Vice President/Senior Portfolio Manager, 2003-2009 Morgan Stanley Smith Barney Senior Vice President/Senior Portfolio Manager, 1984-2003 A.G. Edwards Senior Vice President/Manager, 1981-1984 Paine Webber Financial Advisor, Senior Portfolio Manager Designation, Series 8- General Securities Sales Supervisor, Series 3- National Commodity Futures, Series 7- General Securities Representative, Series 63- Uniform State Exam, Series 65- Investment Advisory Agent Life & Variable Annuity Insurance Licensed, Bachelor of Science Finance/Marketing; Northeastern University.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
California Insurance License #: 0D37771
Steven A. Chille is a First Vice President of Wealth Management and Certified Financial Planner. Steve brings over 30 years of financial industry experience with four years in mortgage banking and approximately twenty-six years as a financial advisor. Steve works closely with our high net worth clientele assisting them in meeting their family and life's goals.
Steve received his Bachelor of Science at Sacred Heart University in Fairfield Connecticut and graduated with a major in Finance and Management and a minor in Economics. Steve holds the Series 7 General Securities Representative, Series 63 Uniform State Exam, Series 65 Investment Advisory Agent, Life Insurance, Health Insurance and Annuity licenses.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
California Insurance License #: 0D37771
Steven A. Chille is a First Vice President of Wealth Management and Certified Financial Planner. Steve brings over 30 years of financial industry experience with four years in mortgage banking and approximately twenty-six years as a financial advisor. Steve works closely with our high net worth clientele assisting them in meeting their family and life's goals.
Steve received his Bachelor of Science at Sacred Heart University in Fairfield Connecticut and graduated with a major in Finance and Management and a minor in Economics. Steve holds the Series 7 General Securities Representative, Series 63 Uniform State Exam, Series 65 Investment Advisory Agent, Life Insurance, Health Insurance and Annuity licenses.
Education
Credentials
Wealth Strategy Associate
Victor Pappolla is a Registered Client Service Associate in UBS Financial Services Westport, CT office. In this role, he works closely with assisting high net worth clients with administrative needs and services. He joined the Longshore Group in February of 2017 with about seven years of experience in the industry.
Prior to joining the firm, Victor worked at Morgan Stanley from 2010 - 2017. For the first six months of his employment, he worked in operations. After that, he served as a Client Service Associate until January 2017.
Victor Pappolla earned a Bachelor of Arts degree from Hofstra University with a major in communications in 2008. He holds the Series 7 General Securities Representative and Series 66 Uniform Combined State Law Examination licenses. He currently resides in Stamford, CT and enjoys to golf, as well as many other outdoor activities.
Education
Wealth Strategy Associate
Victor Pappolla is a Registered Client Service Associate in UBS Financial Services Westport, CT office. In this role, he works closely with assisting high net worth clients with administrative needs and services. He joined the Longshore Group in February of 2017 with about seven years of experience in the industry.
Prior to joining the firm, Victor worked at Morgan Stanley from 2010 - 2017. For the first six months of his employment, he worked in operations. After that, he served as a Client Service Associate until January 2017.
Victor Pappolla earned a Bachelor of Arts degree from Hofstra University with a major in communications in 2008. He holds the Series 7 General Securities Representative and Series 66 Uniform Combined State Law Examination licenses. He currently resides in Stamford, CT and enjoys to golf, as well as many other outdoor activities.
Education
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.
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