Steven Mogul

Steven Mogul is a seasoned financial professional with extensive experience in high net worth financial management and financial planning. Currently serving as a Senior Wealth Advisor at Arete Wealth since June 2023, Steven previously held the position of Senior Wealth Advisor at Miramar Capital LLC from August 2020 to April 2023. Prior to that, Steven was with UBS Financial Services Inc for 17 years, progressing to the role of First Vice President of Wealth Management after starting as Vice President - Investments. Earlier in the career, Steven worked as a Financial Advisor at Morgan Stanley Dean Witter from October 1996 to November 2003. Steven holds a Master's degree in Arts and Teaching with a focus on History from Drake University and a Bachelor's degree in Political Science and Government from the same institution.