Steve Dilbone

Steve Dilbone, CFA, is a Financial Advisor and Executive Director at UBS Financial Services, where they have worked since 2007. With over 30 years of investment experience, they manage portfolios for both individual and institutional clients while overseeing the quantitative equity investment process. Prior to UBS, Steve held leadership positions at Gradison and Victory Capital, where they managed multiple funds and headed various investment committees. They began their career as a Vice President at Merrill Lynch Capital Markets, specializing in institutional municipal bond trading. Steve holds a BS in Finance from Miami University and an MBA in Finance from the University of Chicago.