Stephen J. Michael

UBS Financial Services Inc


Stephen J. Michael

Senior Vice President Wealth Management

Steve joined UBS as a Senior Vice President in 2015 after spending thirteen years at Credit Suisse.  Steve has over twenty years of experience in the securities industry, and he specializes in working with venture capital and private equity firms to help create customized tailored solutions to fit his clients’ needs.  Some of the services include the monetization of large concentrated public equity positions through stock dribble programs, block trades, in-kind stock distributions, 10b5-1 trading plans, and hedging strategies, as well as providing clients access to investment banking, research analysts, wealth management and trust and estate planning specialists.  He also holds his Series 7, 66 and life insurance licenses.  Steve is a graduate of the University of Massachusetts Amherst and currently resides in Concord, MA with his wife, son, daughter, and their English Bulldog Bosco.