Steven T Smith

Steven T. Smith, CIMA®, CEPA®, is a Financial Advisor and Senior Vice President of Wealth Management at UBS, where they currently advise ultra-high-net-worth clients on effective wealth management strategies. They co-founded The Behman-Smith Group at Merrill Lynch, where they served as a Private Wealth Advisor from 2003 to 2018, and began their financial services career as a Senior Auditor at Deloitte from 2000 to 2003. Steven holds a Bachelor’s Degree from the University of Massachusetts and a dual MS in Accounting and MBA from Northeastern University. Active in community fundraising, Steven supports organizations like Boston Children's Hospital and the American Cancer Society.