Steven Westerman

Steven Westerman has a strong background in finance and wealth management, beginning with an educational foundation in economics and psychology from the University of Michigan and an MBA from USC Marshall School of Business. Professional experience includes serving as an analyst in equity derivatives and fixed income at Lehman Brothers from August 2001 to July 2004, an internship at Virtual Communities in 2000, and a role as an associate in private banking at Credit Suisse from October 2004 to January 2009. Since January 2009, Steven has held the position of Managing Director and Private Wealth Advisor at UBS Private Wealth Management.