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Steven Mattus, CFA

Steven Mattus, CFA

Managing Director, Head of Advisory and Planning Products, Americas and Member, UBS Financial Services, Inc. Board of Directors at UBS

Fairfield, Connecticut

I am a wealth management and private banking executive with more than 25 years of experience in building and managing highly effective, client-facing investment product, portfolio construction, capital markets and wealth planning teams.

Currently, I serve as Head of Advisory & Planning Products Americas for UBS Global Wealth Management, and as a member of the UBS Financial Services, Inc. Board of Directors. I lead a team of senior professionals who partner with UBS’s 6,000+ Financial Advisors across the region to deliver tailored investment advice and solutions for more than $1 trillion worth of collective client assets. Specifically, we advise on a wide range of financial offerings including: advisory mandate business, investment management research, alternative investments, portfolio construction, financial planning, and sustainable investing — UBS’s preferred solution for wealth management clients and investors.

Prior to joining UBS in August 2019, I was Managing Director and Head of Global Products and Solutions Americas at Deutsche Bank. Prior to that I spent over 20 years at Credit Suisse where I held a number of senior management positions, including Head of Private Banking Assets & Investments for the Americas.
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Experience:

  • Senior Vice President (Jefferies)
  • Managing Director, Head of Global Mandates and Investment Content, Americas (UBS)
  • Member, UBS Financial Services, Inc. Board of Directors (UBS)
  • Vice President (Donaldson, Lufkin & Jenrette)
  • Managing Director, Head of Private Banking Assets & Investments, Americas (Credit Suisse)
  • Managing Director, Head of Global Products and Solutions - Americas (Deutsche Bank)
  • Managing Director, Head of Advisory and Planning Products, Americas (UBS)

Skills:

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