Steven Westerman
About Steven Westerman
Steven Westerman serves as the Managing Director and Private Wealth Advisor at UBS Private Wealth Management, a position he has held since 2009. He has a background in finance, having previously worked at Lehman Brothers and Credit Suisse, and holds an MBA from USC Marshall School of Business.
Current Role at UBS
Steven Westerman serves as a Managing Director and Private Wealth Advisor at UBS Private Wealth Management. He has held this position since 2009, contributing to the firm's wealth management services for over 15 years. In this role, he focuses on providing tailored financial strategies and investment solutions to high-net-worth clients.
Previous Experience in Finance
Before joining UBS, Steven Westerman gained valuable experience in the finance sector. He worked at Lehman Brothers as an Analyst in Equity Derivatives and Fixed Income from 2001 to 2004. Following this, he served as an Associate in Private Banking at Credit Suisse from 2004 to 2009, where he further developed his expertise in wealth management.
Education and Expertise
Steven Westerman holds an MBA from the USC Marshall School of Business, where he studied from 2006 to 2009. Prior to this, he earned a Bachelor of Arts in Economics and Psychology from the University of Michigan, completing his studies from 1997 to 2001. His educational background provides a strong foundation for his work in private wealth management.
Career Timeline
Steven Westerman's career in finance spans over two decades. He began his professional journey at the University of Michigan, where he completed his undergraduate studies in Economics and Psychology. He then worked at Lehman Brothers and Credit Suisse before taking on his current role at UBS, where he has been for 15 years.