Steven Iwasyk
About Steven Iwasyk
Steven Iwasyk serves as the Managing Director of Wealth Management Operations at UBS, a position he has held since 2021. He has a background in accounting and finance, holding a Bachelor of Science from Villanova University and an MBA from the University of Delaware.
Work at UBS
Steven Iwasyk has served as Managing Director of Wealth Management Operations at UBS since 2021. In this role, he oversees various operational aspects of wealth management services, ensuring efficient processes and client satisfaction. His tenure at UBS spans three years, during which he has contributed to the firm’s operational strategies in the United States.
Previous Experience at JPMorgan Chase & Co.
Prior to joining UBS, Steven Iwasyk worked at JPMorgan Chase & Co. for 27 years, specifically in Asset and Wealth Management. His experience at JPMorgan, which lasted from 1994 to 2021, provided him with extensive knowledge and skills in managing wealth and investment operations. This long-standing role established a solid foundation for his current position at UBS.
Education and Expertise
Steven Iwasyk holds a Bachelor of Science degree in Accounting from Villanova University. He further advanced his education by obtaining a Master of Business Administration (MBA) with a focus on Finance from the University of Delaware. His educational background equips him with a strong understanding of financial principles and operational management in wealth management.
Background
Steven Iwasyk has a robust background in finance and wealth management, with a career spanning nearly three decades. His professional journey includes significant roles in major financial institutions, where he developed expertise in operational management and client services. His experience in both JPMorgan Chase & Co. and UBS highlights his commitment to the wealth management sector.