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Financial Advisor Steve Nassau joins UBS in Irvine, CA
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UBS Wealth Management USA (UBS) has announced the addition of Financial Advisor Steve Nassau and Senior Registered Client Associate Kristin Landis to its Orange County/Irvine office. Nassau brings over four decades of experience in the wealth management industry, having spent over 30 years at Morgan Stanley. UBS Market Director Howard Woo expressed confidence in their ability to serve high-net-worth individuals, family offices, corporations, foundations, and endowments.
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IRVINE, Calif.--(BUSINESS WIRE)--
UBS Wealth Management USA today announced that Financial Advisor Steve Nassau and Senior Registered Client Associate Kristin Landis have joined the firm. The team will be located in the firm’s Orange County/Irvine office, which is part of the UBS Pacific Desert Market.
“On behalf of UBS, it is my pleasure to welcome Steve and Kristin to the firm,” said Howard Woo, Irvine Market Director at UBS Wealth Management. “This team brings extensive experience working with high-net-worth individuals, family offices, corporations, foundations and endowments on their financial planning and investment needs, and I’m confident that they will be great assets to our organization. We look forward to collaborating with them as we continue to enhance our capabilities serving clients in this key market.”
Steve Nassau joins UBS as a Financial Advisor and has more than four decades of experience working in the wealth management industry. He joins from Morgan Stanley where he spent over 30 years as a financial advisor. Steve focuses on providing clients with a complete range of investment advice, empowering them to make informed investment decisions that address their long-term financial goals and objectives.
Steve earned his Bachelor of Science degree in Accounting from the University of Maryland, Howard H. Smith School of Business, and holds Series 3, 7, 63 and 65 securities licenses as well as a California insurance license. Steve has been a long-term board member of the Association of Corporate Growth of Orange County. He and his wife, Lina, have a son, daughter, and a large British Labrador. Outside of the office, Steve enjoys hiking in Orange County and in the local mountains.
Kristin Landis joins UBS from Morgan Stanley with more than ten years of experience working as a Senior Registered Client Associate. She started her career in wealth management in 2004 with Smith Barney, and now has nearly 20 years of experience in the financial services industry. Kristin focuses on providing a high-level of service and enhanced wealth management experience for clients.
Kristin holds Series 7, 66 and 31 securities licenses and has a Bachelor’s degree in Business Management from the University of Phoenix. In her free time, Kristin is an active volunteer for a local non-profit and enjoys attending concerts and Broadway shows with her family.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 countries around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
Financial Advisor Steve Nassau and Senior Registered Client Associate Kristin Landis.
Where will the team be located?
In the firm’s Orange County/Irvine office, part of the UBS Pacific Desert Market.
What are Steve Nassau's qualifications?
He holds a Bachelor of Science degree in Accounting from the University of Maryland, Howard H. Smith School of Business, and holds Series 3, 7, 63, and 65 securities licenses as well as a California insurance license.
What is Howard Woo's role at UBS?
Irvine Market Director at UBS Wealth Management.
How long has Steve Nassau been in the wealth management industry?
More than four decades, with over 30 years at Morgan Stanley.
