Head of Emerging Affluent and the Wealth Advice Center, UBS Wealth Management Americas
Rich Steinmeier is the Head of Emerging Affluent and the Wealth Advice Center for UBS Wealth Management Americas, with direct responsibility for the Wealth Advice Center business as well as for the strategy for the Emerging Affluent client segment. The Wealth Advice Center operates from locations in Weehawken, NJ and Charlotte, NC and is tasked with delivering world-class advice to its clients.
Prior to joining the firm, Rich was the Managing Director of the Merrill Edge Advisory Center and Director of Strategy for the Merrill Lynch Retirement Group. Prior to joining Merrill Lynch, Rich was a consultant at McKinsey & Company in Cleveland, OH. Before joining McKinsey & Co., Rich worked with Ford Motor Company, where he launched their Auto Concierge Business.
Rich holds an MBA from Stanford University Graduate School of Business and graduated from the University of Pennsylvania, Wharton School with a B.S. in Economics. He lives in Hopewell, NJ with his wife, Heather, and their three children Kate, Grace and Seth.