Steven joined UBS in July 2016 as a Managing Director – Wealth Management and began his investment advisory career at Merrill Lynch in 1993. During his career, Steven has held various designations, including, Certified Investment Management Analyst and Chartered Retirement Planning Counselor designations. While at Merrill Lynch Steven served as a member of the Merrill Lynch faculty and the Merrill Lynch National Advisory Council to Management. Steven has been involved with both international and local philanthropic causes. Steven lives in Westport, CT with his wife Lisa, and two daughters, Alexis and Dominique.

Prior to commencing his wealth management career, Steven 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. Steven 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).

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MN, MO, NC, NJ, NV, NY, OH, PA, SC, SD, TN, TX, UT, VA, WA, WV, WY

John is a Managing Director – Wealth Management with UBS. He began his financial career in Merrill Lynch's two  year Junior Executive Training program. With over 29 years of investment advisory experience at Merrill Lynch, John has earned additional professional designations that include Senior Portfolio Manager and International Financial Advisor. John lives in Madison, NJ with his wife, Amanda, and three children, Brooke, Mackenzie, and Jake.

John graduated from the University of Notre Dame, majoring in Finance (BS, 1987, Magna Cum Laude). He played varsity baseball for four years and was selected three times to the GTE Academic All-American team. In addition to coaching Little League baseball, John is an avid golfer and snowboarder.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MN, MO, NC, NJ, NV, NY, OH, PA, SC, SD, TN, TX, UT, VA, WA, WV, WY

As a Financial Advisor with the Teixeira Loughran Group,  Michael provides clients with comprehensive financial planning and customized investment strategies.

Every conversation begins with a question – what would you like to accomplish with your money? The answers are very wide in scope; ranging from saving for a first home, to starting a brand new business, to putting the kids through college, to retiring in a new location of the world.

Michael gains valuable insight into each client's current financial position, their family members, their short and long term goals, their professional life, and their personal interests. Doing so allows him to construct the most appropriate course of action and deliver what clients need most - Advice. Beyond Investing.

Michael joined UBS Wealth Management during the Summer of 2016 and prior to that held the same role with the team at Merrill Lynch. After beginning his career in financial services in 2008 with Fidelity Investments, he has also held roles in the industry as both a Financial Advisor and Financial Analyst. Michael resides in Chatham, New Jersey with his wife Danielle and they enjoy being active, often participating in one of many recreational sports.

• CERTIFIED FINANCIAL PLANNER™
• M.B.A. University of Maryland, Robert H. Smith School of Business
• B.S. Northeastern University, D'Amore-McKim School of Business

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, MA, MD, ME, MN, NC, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, WA, WV, WY

Angelo joined UBS in 2016 as a Senior Wealth Strategy Associate with The Teixeira Loughran Group and had previously worked at Merrill Lynch since 1998.

He focuses on client relationship coverage, investment analysis, and research. He oversees option executions and provides customized reporting to corporate executive clients, including filing requirements associated with restricted share sales and insider transactions. He manages the efficiency and accuracy of our trading, analytics, and business operations.

Angelo earned his Bachelor of Arts degree from St. John’s University. He lives in Massapequa, NY with his wife Jessica and three daughters Gianna, Brooke & Emmy.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MN, NC, NJ, NV, NY, OH, PA, SC, SD, TN, TX, UT, VA, WA, WY

Andrew began working in the finance industry in 2010 for a boutique wealth management firm while studying finance at Adelphi University. He joined in UBS in 2016 as a Registered Client Associate after previously serving at Merrill Lynch in a similar capacity since 2013. As a member of The Teixeira Loughran Group, his areas of focus include: client service, credit cards, as well as servicing educational accounts / 529's and retirement accounts. His hobbies include traveling, sailing, and playing golf.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MN, NC, NJ, NV, NY, OH, PA, SC, SD, TX, UT, VA, WA, WY