Stephen LaFata, CEPA®, CPWA®, is a Senior Vice President in Wealth Management at UBS, specializing in advising executives through liquidity events. They began their career as a Financial Advisor Associate at UBS from 2007 to 2009, where they developed firm-wide resources for financial planners and generated significant revenue growth. Stephen interned at Lehman Brothers in 2006 and Charles Schwab in 2010, contributing to operational improvements and strategic initiatives. They also served as COO and CCO at Alethea Capital Management, where they oversaw trading infrastructure and compliance. Stephen earned a degree from The Wharton School between 2009 and 2011.
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