Steve is an Investment Advisor & Partner at Kelly+Partners Private Wealth

Steve is a investment advisor with Kelly+Partners Private Wealth and joined the firm as a partner in 2023. Prior to this, Steve was a Financial Advisor at UBS Financial Services, Inc. advising high net worth individuals and families, c-suite executives and institutional foundations and endowments on wholesale investment portfolios and alternative investments.

Steve provides wholesale investment advice, asset allocation models, implementation and portfolio construction to high-net-worth families, individuals, super funds and foundations. Steve has worked in the global financial markets for more than 15 years having spent the majority his time in New York City across various product, trading and investment advice roles.

Steve holds a Bachelor of Science degree with a major in Finance and minor in Economics from Quinnipiac University in the United States.