Chief Investment Officer and GM of Digital Wealth @ (July 2023 - September 2025)
Global Co-Head, Investment Management and Head of Advisory and Planning Products Americas @ (July 2022 - March 2023)
Member, UBS Financial Services, Inc. Board of Directors @ (July 2020 - December 2022)
Managing Director, Head of Advisory and Planning Products, Americas @ (January 2020 - July 2022)
Managing Director, Head of Global Mandates and Investment Content, Americas @ (August 2019 - January 2020)
Managing Director, Head of Global Products and Solutions - Americas @ (June 2016 - July 2019)
Managing Director, Head of Private Banking Assets and Investments, Americas @ (July 1993 - June 2016)
Senior Vice President @ Jefferies
Senior Vice President @ Jefferies (January 2006 - January 2008)
Vice President @ Donaldson, Lufkin & Jenrette
Vice President @ Donaldson, Lufkin & Jenrette (January 1993 - January 2000)
Steven Mattus Education
Iona University
Master of Business Administration (M.B.A.) (Finance)
1992-1994
SUNY Geneseo
Bachelor's Degree (Economics)
1988-1992
Steven Mattus Skills
Microsoft Office
Investments
Financial Analysis
Public Speaking
Management
Strategy
Investment Banking
Private Banking
Portfolio Management
Equities
Hedge Funds
Fixed Income
Capital Markets
Wealth Management
Financial Modeling
Asset Management
Alternative Investments
Investment Strategies
Data Analysis
Credit Analysis
Leadership
Financial Markets
Strategic Planning
Corporate Finance
Product Management
Risk Management
Due Diligence
Marketing
Mutual Funds
Loans
Investment Management
Asset Allocation
Change Management
Research
Equity Trading
Financial Risk
Credit Risk
Venture Capital
Financial Advisory
ETFs
Enterprise Risk Management
Internal Audit
Steven Mattus Summary
Steven Mattus, based in United States, is currently a Chief Investment Officer at Tandems. Steven Mattus brings experience from previous roles at Tandems and UBS. Steven Mattus holds a 1992 - 1994 Master of Business Administration (M.B.A.) in Finance @ Iona University. With a robust skill set that includes Microsoft Office, Investments, Financial Analysis, Public Speaking, Management and more. Steven Mattus has 1 emails and 2 mobile phone numbers on RocketReach.
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