UBS
Stephen D. Lucero is a seasoned financial professional with over two decades of experience in wealth management and investments. Since September 1999, Stephen has served as Senior Vice President of Wealth Management at UBS, following a tenure as Vice President - Investments. Prior to UBS, Stephen held the position of Registered Representative with New York Life/New York Life Securities from January 1992 to September 1998 and at First Investors Corporation from January 1990 to April 1992. Stephen holds a degree from the UNM Anderson School of Management.
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UBS
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UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products, and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook. UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).