Steven Mattus, Cfa work email
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Steven Mattus, Cfa personal email
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As the Chief Investment Officer and GM of Digital Wealth at SigFig, I lead the client portfolio strategies and the strategic investments in digital wealth solutions, including leveraging AI to help financial advisors become more effective. I have over 25 years of experience in wealth management, investment products, and solutions, working with some of the world's largest and most reputable financial institutions, such as UBS, Credit Suisse, and Deutsche Bank.My core competencies include financial risk management, portfolio construction, investment advisory, alternative investments, wealth planning, and sales. I have built and led highly effective and diverse teams that partner with the industry's leading FAs to advise America's wealthiest families. I have also spearheaded innovative and forward-thinking initiatives, such as SMA Advantage, Inclusive Investment Solutions, and program and platform transformation. My mission is to deliver next-gen FA and client experience, leveraging AI and data-driven insights.
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Chief Investment Officer And Gm Of Digital WealthSigfig Jul 2023 - PresentSan Francisco, California, UsAt SigFig, I oversee client portfolio strategies as we continue to scale, add new partners and make strategic investments in AI to help financial advisors become more effective.
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Global Co-Head, Investment Management & Head Of Advisory & Planning Products AmericasUbs Jul 2022 - Mar 2023Zurich, ChReported to Global Co-President of Wealth Management, led the investment product, advisory, wealth planning and sales organization ($6B+ annual revenue) responsible for servicing 6000 FAs and $1.5T+ client assets. -
Member, Ubs Financial Services, Inc. Board Of DirectorsUbs Jul 2020 - Dec 2022Zurich, Ch
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Managing Director, Head Of Advisory And Planning Products, AmericasUbs Jan 2020 - Jul 2022Zurich, Ch
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Managing Director, Head Of Global Mandates And Investment Content, AmericasUbs Aug 2019 - Jan 2020Zurich, Ch
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Managing Director, Head Of Global Products And Solutions - AmericasDeutsche Bank Jun 2016 - Jul 2019Frankfurt Am Main, Hessen, DeLed investments organization for Private Wealth Management Americas. Executed a strategic pivot toward an investments-focused business deriving half of revenue from servicing the asset side of Ultra High Net Worth (UHNW) client balance sheets, leading to growth in alternative investments and structured notes.Rebuilt investment organization team after recent exit from the US brokerage business despite a challenging environment for the bank. -
Managing Director, Head Of Private Banking Assets & Investments, AmericasCredit Suisse Jul 1993 - Jun 2016Zurich, ChUntil Credit Suisse's exit from the US Private Banking market, I led the organization that sourced, reviewed and selected the investment products offered to our clients in the Americas. We offered advice and solutions to help our clients manage newly acquired or multi-generational wealth. Our team was comprised of long-tenured professionals committed to building the industry's leading global private banking brand - and the partner of choice for wealthy families worldwide. -
Senior Vice PresidentJefferies 2006 - 2008
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Vice PresidentDonaldson, Lufkin & Jenrette 1993 - 2000DLJ was acquired by Credit Suisse in 2000.
Steven Mattus, Cfa Skills
Steven Mattus, Cfa Education Details
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Iona UniversityFinance -
Suny GeneseoEconomics
Frequently Asked Questions about Steven Mattus, Cfa
What company does Steven Mattus, Cfa work for?
Steven Mattus, Cfa works for Sigfig
What is Steven Mattus, Cfa's role at the current company?
Steven Mattus, Cfa's current role is Chief Investment Officer @ SigFig | CFA, MBA.
What is Steven Mattus, Cfa's email address?
Steven Mattus, Cfa's email address is sm****@****ail.com
What schools did Steven Mattus, Cfa attend?
Steven Mattus, Cfa attended Iona University, Suny Geneseo.
What skills is Steven Mattus, Cfa known for?
Steven Mattus, Cfa has skills like Investments, Portfolio Management, Equities, Management, Hedge Funds, Fixed Income, Capital Markets, Wealth Management, Financial Modeling, Asset Management, Alternative Investments, Investment Strategies.
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