Steven Teixeira, CIMA®, CRPC®, is a Managing Director in Wealth Management at UBS, a role they have held since July 2016. With a wealth of experience dating back to their advisory career at Merrill Lynch, which began in 1993, Steven has also served on faculty and the National Advisory Council to Management at the firm. They hold notable certifications, including Certified Investment Management Analyst and Chartered Retirement Planning Counselor, and have contributed to various philanthropic initiatives. Steven's educational background includes a J.D. from Fordham University School of Law and a summa cum laude B.S. from Fordham University. Prior to their career in wealth management, Steven practiced law for seven years, specializing in offshore and hedge fund legal advisory services.
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