Lasting relationships

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DeAnne Steele is the Market Director for the UBS Carmel Valley and Rancho Bernardo offices in San Diego. She leads with a singular focus: creating an environment where elite financial advisors can deliver exceptional client outcomes, grow enduring businesses, and do the best work of their careers.

With national experience spanning brokerage, fiduciary, and private banking platforms, DeAnne brings a deep understanding of how advisors build, scale, and transition sophisticated practices. She is known for partnering closely with advisors to align strategy, resources, and capital across the full spectrum of client needs—from wealth planning and investments to banking, lending, and alternatives. Her leadership approach emphasizes autonomy, intellectual rigor, and access to the institutional capabilities required to serve clients at the highest level.

At her core, DeAnne is a builder—of businesses, teams, and cultures. She thrives on solving complex challenges and is deeply committed to creating a collaborative, high-expectation environment that supports long-term advisor and client success.

DeAnne holds an MBA in Finance from the UCLA Anderson School of Management and a Bachelor of Arts in English and Political Science from UCLA. She is a CFA® charterholder, a Chartered Alternative Investment Analyst, and a member of the CFA Institute and CFA Society of San Diego.

A San Diego resident since 2006, DeAnne lives with her husband and son and is the proud owner of a rescue dog. She serves on the board of The Old Globe and enjoys painting, attending local theater, and listening to live music.

• CA

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.