Steven Chille
First Vice President - Wealth Management at UBS | Westport, Connecticut, United States
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As the First Vice President of Wealth Management at UBS, Steven Chille leverages over 15 years of experience in financial planning and investment strategy to guide high-net-worth individuals and families toward achieving their long-term financial goals. His expertise lies in creating dynamic financial plans that serve as living documents, ensuring clients remain on track despite the inevitable fluctuations of the market. Steven understands that financial planning is not a one-time event but a continuous process that requires regular review and adjustment. During quarterly reviews, he emphasizes the importance of revisiting financial objectives, assessing market conditions, and making necessary adjustments to investment strategies.
Steven's team, which boasts over 80 years of combined industry experience, has successfully navigated clients through ten market declines and two recessions in the past three decades. This extensive experience informs their comprehensive approach to wealth management, which focuses on building long-term relationships and delivering competitive returns. By structuring a balanced investment portfolio that aligns with each client's unique risk tolerance and financial aspirations, Steven ensures that clients are well-positioned to weather economic uncertainties.
His skills in financial planning, portfolio management, and retirement planning are complemented by a commitment to education and transparency, empowering clients to make informed decisions about their financial futures. Steven Chille's dedication to personalized service and strategic foresight makes him a trusted partner in the wealth management journey, helping clients not only to preserve their wealth but also to grow it sustainably over time.
First Vice President - Wealth Management at UBS in April 2009 to Present
Vice President Investments at Citigroup Smith Barney in December 1999 to April 2009
Vice President Investments at PaineWebber Inc in June 1994 to December 1999
Financial Consultant at Merrill Lynch in February 1989 to June 1994
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Financial Planning
Portfolio Management
Retirement Planning
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Discover more about UBSWhat is Steven Chille email address?
Email Steven Chille at [email protected]. This email is the most updated Steven Chille email found in 2026.
How to contact Steven Chille?
To contact Steven Chille send an email to [email protected]. (updated on September 13, 2024)
What company does Steven Chille work for?
Steven Chille works for UBS
What is Steven Chille's role at UBS?
Steven Chille is First Vice President - Wealth Management
What is Steven Chille's Phone Number?
Steven Chille's phone (203) ***-*335
What industry does Steven Chille work in?
Steven Chille works in the Financial Services industry.
Steven Chille Email Addresses
Steven Chille Phone Numbers
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