Lasting relationships

DeAnne Steele is the Market Director for the Carmel Valley and Rancho Bernardo office of UBS in San Diego County. She is a dedicated and results-driven financial executive with national experience across brokerage, fiduciary and private banking platforms. She has a proven track record of driving business growth, leading, recruiting, and retaining high-performing teams, and providing comprehensive, tailored solutions to clients. She is an engaging speaker and writer on topics such as economic trends, portfolio construction, impact investing, belonging, and financial empowerment for women.

At her core, she enjoys building things—whether it’s a financial portfolio or a dynamic team—and thrives on solving challenges that help drive client, team and organizational success.

In her most recent roles, she led financial advisors across multiple offices for Merrill Lynch in Texas and California. Prior to Merrill, she spent 12 years at Bank of America Private Bank in various roles and geographies shaping business and investment strategy. DeAnne also co-managed a large cap growth mutual fund during her time in New York. She has written, co-authored and contributed to articles for various publications and has appeared on Reuters and Bloomberg Television.

DeAnne earned her Masters Degree in Business Administration, Finance, from UCLA Anderson School and a Bachelor of Arts, English and Political Science from UCLA. She has received the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst designations and is a member of the CFA Institute.

DeAnne, her husband and son have called San Diego home since 2006 and are the proud owners of a rescue dog named Falcon. In her free time, she enjoys painting, attending local plays and listening to live music.

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Mica Lam is the Administrative Officer in our San Diego and Carmel Valley offices. Most recently she held this role covering the Los Angeles market offices of UBS in Pasadena, Sherman Oaks, and Manhattan Beach as well as Las Vegas, NV. In her role she is responsible for branch administration, providing support to team associate, and partnering with advisors and teams to assist and promote optimal client service. Mica has over 25 years of industry experience, previously holding leadership roles at Morgan Stanley, Merrill Lynch, and First Republic Bank.

She received her degree from the University of California San Diego with a dual major in Quantitative Economics Decision Science and General Literature. Outside of work she enjoys spending time with family, friends, and her English Labrador, Casper, traveling and discovering new places, local cultures, and eats, with he husband Paul.