Steve Crawford
About Steve Crawford
Steve Crawford serves as Vice President in Wealth Management at UBS, where he has worked for 26 years. He specializes in personalized wealth management strategies for high-net-worth individuals and has extensive experience in financial planning and investment advisory services.
Work at UBS
Steve Crawford has been employed at UBS since 1998, holding the position of Vice President in Wealth Management. His role encompasses responsibilities as a Portfolio Manager and Wealth Advisor. Over his 26 years at UBS, he has played a significant role in the firm's wealth management division, focusing on delivering tailored financial solutions to clients. His long tenure reflects his commitment to the organization and its clients.
Education and Expertise
Steve Crawford earned his MBA in Business Administration from the University of Colorado Boulder, specifically from the Leeds School of Business, where he studied from 1989 to 1990. This educational background provides him with a solid foundation in business principles, which he applies to his work in wealth management. His expertise includes financial planning and investment advisory services, enabling him to develop personalized strategies for high-net-worth individuals.
Background
With over 25 years of experience in wealth management and portfolio management, Steve Crawford has established a strong professional background. His career at UBS Financial Services has been marked by a focus on client satisfaction and the growth of the firm. His extensive experience allows him to navigate complex financial landscapes effectively.
Achievements
Throughout his career at UBS, Steve Crawford has contributed to the company's growth and the satisfaction of its clients. His specialization in personalized wealth management strategies for high-net-worth individuals has positioned him as a knowledgeable resource in the field. His long-standing role at UBS underscores his dedication to providing quality financial services.