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Steven Mattus, Cfa is listed as Chief Investment Officer @ SigFig | CFA, MBA at SigFig, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Steven Mattus, Cfa.
Steven Mattus, Cfa previously worked as Chief Investment Officer and GM of Digital Wealth at Sigfig and Global Co-Head, Investment Management & Head of Advisory & Planning Products Americas at Ubs. Steven Mattus, Cfa holds Master Of Business Administration (M.B.A.), Finance from Iona University.
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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.
Listed skills include Investments, Portfolio Management, Equities, Management, and 34 others.
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San Francisco, California, US
At 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.
Zurich, CH
Reported 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.
Frankfurt Am Main, Hessen, DE
Led 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.
Zurich, CH
Until 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.
DLJ was acquired by Credit Suisse in 2000.
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Steven Mattus, Cfa works for SigFig.
Steven Mattus, Cfa is listed as Chief Investment Officer @ SigFig | CFA, MBA at SigFig.
AeroLeads has found 1 work email signal at @ubs.com for Steven Mattus, Cfa at SigFig.
Steven Mattus, Cfa is based in New York City Metropolitan Area, United States, United States while working with SigFig.
Steven Mattus, Cfa has worked for Sigfig, Ubs, Deutsche Bank, Credit Suisse, and Jefferies.
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Steven Mattus, Cfa holds Master Of Business Administration (M.B.A.), Finance from Iona University.
Steven Mattus, Cfa is listed with skills including Investments, Portfolio Management, Equities, Management, Hedge Funds, Fixed Income, Capital Markets, and Wealth Management.
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