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Stephen is the Market Head of the Minnesota-Northern Plains Market. The market consists of 200 Financial Advisors located in Iowa, Minnesota, North Dakota, South Dakota and Wisconsin servicing the wealth management needs of high net worth and ultra-high net worth clients. In 2017, he was appointed Co-Head of the firm's prestigious Leadership Advisory Council serving as an advocate for field leaders.

Previously, Stephen was the Central Los Angeles Complex Director and the Downtown Los Angeles Branch Manager, which was named UBS "Branch of the Year" in 2016. Prior to Los Angeles, he was Chief Operating Officer of the Wealth Management Advisor Group US. He also served as Chief Operating Officer for the Central and Eastern Divisions respectively. Earlier, as Director of Talent Acquisition and PWA Recruiting, Stephen supervised the firm’s national recruiting platform, focused on drawing top competitor talent to the firm. He joined UBS in 2006 as the Greenwich, CT Branch Manager and became a member of the firm’s Directors’ Council in 2007.

Prior to UBS, Stephen served in a variety of senior field management positions, including Complex Director, Branch Manager and Sales Manager at Wachovia Securities and Smith Barney. While at Wachovia Securities, he was a member of the Branch Manager Advisory Council. Stephen began his career at Smith Barney in 1986 as a Financial Advisor, advising high net worth and ultra-high net worth clients. He was a member of the firm’s prestigious President’s Council and Chairman’s Council.

Stephen received his M.B.A. from Cornell University and his B.S. from Fordham University. He has served on the board of the following not-for-profit organizations: Alzheimer's Greater Los Angeles, American Heart Association of Westchester County, Cornell Cooperative Extension of Westchester County, New York-Presbyterian Hospital Planned Giving Advisory Board, and Westchester Arts Council. Stephen currently serves on the board of the Urban League Twin Cities.

• MN
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Brianna is the Assistant Market Head of the Minnesota-Northern Plains Market for UBS Financial Services Inc. The market consists of 200 Financial Advisors located in Iowa, Minnesota, North Dakota, South Dakota and Wisconsin servicing the wealth management needs of high net worth and ultra-high net worth clients. Brianna has spent her entire career at UBS, starting in the London office in 2012 as the Learning and Development Analyst focused on collaboration between Wealth Management, Investment Bank and Asset Management. Since then, she was the Campus Recruiting and Graduate Training Program Coordinator which involved recruiting junior talent from top universities and assisting them in the career development within UBS Wealth Management. Most recently, Brianna was a Senior Events Specialist for UBS Wealth Management and curating world-class events for our clients, incentive trips for our top financial advisors, and conferences for the firm.

Brianna received her International M.B.A. from the St. Mary’s University Twickenham in London, UK, and in partnership with Naresuan University in Bangkok, TH. She also graduated from Colorado State University with her Bachelor of Science in Business Administration. Currently she holds her FINRA Series 7, 9, 10 licenses; NASSA Series 66 license; and Life, Health and Accident Insurance Licenses.

Brianna grew up in Denver, CO. She currently lives in Minneapolis, MN, but has also lived in Jersey City, NJ, Bangkok, TH, and London, UK. Outside of work, she enjoys traveling, scuba diving, running, Broadway shows/concerts, and hiking with her dog Turbo. Brianna has also sky-dived three times, bungee jumped once, and goes whitewater rafting.

In her capacity as branch administrator, Stephanie plays two key roles – the first is to support the Branch Management Team and the second, as a member of the branch management team, is to ensure that the branch operates smoothly.  Stephanie supports the on-boarding and hiring process, handles facilities management, provides administrative support for human resource activities and monitors licensing and registrations of Financial Advisors.  Stephanie is also Chairman of the Wayzata Advisory Council which organizes philanthropic events for the branch.

Stephanie has been with UBS since 1995. She is a Criminal Justice alumna from the University of St. Thomas. In her free time, Stephanie enjoys spending time with family and friends, reading, watching movies on the big screen, and travelling.

Megan is the Executive Team Assistant for the Minnesota-Northern Plains Market, covering five states, while supporting the Market Head and overall management team. During her 9-year career she was also the Administrative Assistant in the Minneapolis Branch, Branch Office Administrator and Client Service Associate for Private Wealth Management. Prior to UBS, Megan held a number of roles at the Minneapolis Marriott City Center including Event Coordinator and Guest Service Representative and was involved in the leadership program.

Megan received her Bachelor of Arts in Biology, emphasis in pre-medical, from the University of Northern Iowa. Megan is originally from Mason City, Iowa, and now resides in Minneapolis, Minnesota. Outside of work she enjoys spending time family and friends, yoga, going to concerts, camping, trying new foods and going for walks with her dog Bella.