In his sixth decade advising clients, Steve has a steady and practiced hand that can only be earned over time. As he likes to say, “You get hit by the bus you don’t see,” and understanding that has enabled Steve to navigate clients through various market cycles. Steve continues to apply his expertise for the benefit of our ultra high net worth clients. Throughout his distinguished career, he has developed an expertise in fixed income investments and specializes in delivering customized wealth strategies for affluent families and successful business owners. Prior to joining NewEdge Wealth, Steve was a Managing Director at UBS Financial Services and a leader of the Bell & Levitt Wealth