Steve Rotello

Steve Rotello serves as the Managing Director of Mosaic Family Wealth's Denver office since November 2017, overseeing client strategy and planning with a focus on financial planning, generational planning, investment strategy, and portfolio implementation. With 17 years of industry experience, Steve offers clients valuable insights gained through navigating various market conditions. Prior to their current role, Steve was a First Vice President of Wealth Management at UBS from September 2008 to November 2017, where Steve also developed extensive expertise in similar financial areas. Educational qualifications include an MBA from Saint Louis University and a BA in Accounting from the University of Colorado Boulder.