Steven Mattus

Steven Mattus, CFA is a seasoned investment professional with extensive experience in wealth management and investment strategies. Currently serving as Chief Investment Officer and GM of Digital Wealth at SigFig since July 2023, Steven oversees client portfolio strategies while implementing AI to enhance financial advisory effectiveness. Previously, as Global Co-Head of Investment Management and Head of Advisory & Planning Products Americas at UBS, Steven led a sales organization generating over $6 billion in annual revenue, managing a vast portfolio of client assets exceeding $1.5 trillion. Steven has held significant roles at Deutsche Bank, Credit Suisse, Jefferies, and Donaldson, Lufkin & Jenrette, focusing on investment management and advisory services for ultra-high-net-worth clients. Steven holds an M.B.A. in Finance from Iona University and a Bachelor's degree in Economics from SUNY Geneseo.