As a Certified Private Wealth Advisor® with over 19 years of experience in wealth management, Steve Gold has made a name for himself in working with successful families and their complex needs. Before joining UBS, Steve worked at Morgan Stanley and was recognized with several excellence awards. At UBS, Steve is the Senior Vice President-Senior Portfolio Manager of the Gold Wealth Management Group and a member of the UBS President's Council. He has been recognized as one of the Forbes Best-In-State Wealth Advisors for 2018, 2019 and 2020. Steve was also one of UBS's top FA's 35 under 35 in 2013 and top FA's 40 under 40 in 2014. The Gold Wealth Management Group has been recognized by NABCAP in the South Florida Business Journal as one of South Florida's Premier Advisor for 2011 and 2012. Steve earned his BS in Finance and Computer Information Systems from the University of Miami.
Steve is actively engaged in the community serving as a board member on the University of Miami Entrepreneurship Board and a part of the University of Miami Business School Mentor Program. Steve chairs the Elevate Leadership and Under 45 Focus for the Greater Miami Jewish Federation. Steve is the current Vice President of the Zeta Beta Tau National Foundation Board. Steve lives in Miami, FL with his wife Avi and children Aaron and Sophie.
Registered States:
AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, MN, NC, NJ, NM, NY, OH, PA, PR, RI, TX, UT, VA, VI