San Diego Business Journal

STEPHEN LAFATA

Private Wealth Advisor - Senior Vice President UBS

Stephen LaFata is a Private Wealth Advisor and Senior Vice President at UBS. LaFata has helped the UBS team triple its revenue in seven years.

LaFata was named a Forbes Top Next Gen Wealth Advisor for 2021, recognized nationally for his impact in the wealth management space. He was recognized as a UBS Rising Financial Advisors and was selected to co-chair a new Innovation Council within UBS private wealth to help top management understand where the firm should be going strategically. His personal revenue to the firm has grown exponentially at an annualized 66% rate over the past five years.

He also spearheaded the team and firm’s sponsorship to the Women’s Venture Summit in San Diego in September.

Previously, LaFata the COO/CCO of Alethea Capital Management, a San Diego investment group specializing in hedge fund and private equity solutions.

40 NEXT TOP BUSINESS LEADERS UNDER FORTY 2022 WINN

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2022-08-15T07:00:00.0000000Z

2022-08-15T07:00:00.0000000Z

https://sdbusinessjournal.pressreader.com/article/282157885028107

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