Chartered Financial Analyst & Portfolio Manager
UBS Financial Services Inc.
Steven is a Chartered Financial Analyst and Portfolio Manager at UBS, practicing in the areas of global asset management and strategic planning for private wealth clients. Steven helps families achieve an optimized financial future through personalized strategies and investment management. He began his career at The Capital Group in 2005, ultimately taking a role in the private wealth division where he served clients with a minimum of $5M in investable assets. Steven is a graduate of Occidental College and a member of the CFA Institute. He served as a Board Director of Pasadena based Child Care Information Service (CCIS) from 2006-2012, and as Vice President of the Board from 2010-2012.