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Steve Rossi, CRPC® - Executive Director & Financial Advisor - UBS | LinkedIn. Executive Director at UBS Wealth Management. Greater Boston. 602 followers 500+ connections. View mutual...
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- UBS Asset Management
- Cranston High School West
- 607
About. Steve Rossi has over 27 years of experience in the financial services industry. For the last 21 years, he has actively managed investment accounts for individuals, trusts, and corporations based on each client’s explicit goals, risk tolerance, tax situation, and available time horizon.
Head of Investment Banking. Stephen E. Rossi leads the Palm Tree Investment Banking services line, which helps clients position their businesses, structure acquisitions, and divestitures, run targeted strategic processes, and raise capital.
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Steve Rossi has over 27 years of experience in the financial services industry. For thelast 21 years, he has actively managed investment accounts for individuals, trusts, andcorporations based on each client’s explicit goals, risk tolerance, tax situation, andavailable time horizon. As Senior Equity Strategist, Steve also studies the macroeconomice...
Member - CFA Institute, Inc. Member - CFA Society of Rochester Member - Financial Planning Association of Rochester Member - Estate Planning Council of Rochester Board Member & Treasurer - The Friends of Ontario ARC Foundation Board Member & Treasurer - Horizons at Harley
Chartered Financial Consultant®, (ChFC®), 2021 CERTIFIED FINANCIAL PLANNER™ certificant, 2016 Chartered Financial Analyst®, (CFA®), 2008 MBA Finance, SUNY Albany, 1994 BS Finance, Siena College, 1992 Series 7, 66, Life/Health/Annuity Licenses, 2001 Certified Financial Manager (CFM), 2001
Apr 16, 2023 · Stephen Rossi is a financial advisor working out of Melbourne, Florida with a total of 3 years of relevant experience. Rossi currently works for Cetera Investment Advisers LLC. During their career, Rossi has held roles at Stephen Rossi & Associates, First Allied Securities, Inc, First Allied Advi...
Nov 6, 2015 · Banking & Financial Services. CFO of the Year Awards: Steve Rossi. Unlock URL. Steve Rossi CFO, Sampson Morris Group. By Nick Keppler. Nov 6, 2015. Steve Rossi’s role as CFO is...
Jan 14, 2024 · Chief Financial Officer. Sampson Morris Group. 2002-2021. Board Memberships & Affiliations. Member. Pennsylvania Institute of Certified Public Accountants. 2005-2005. Member. Association of International Certified Professional Accountants. 2005-2005. View Steve Rossi's full profile.
