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Upcoming Shows

June 15
Wendy Sellers
The HR Lady®– “Am I Part of the Problem.”

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June 22
TBA
TBA

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June 29
Replay JD Pincus
JD Pincus – Embracing Your Agile Brain

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July 6
Replay – James Cluskey
Embracing Pressure

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July 13
Lauren Baptiste
The True Impact of Employee Burnout

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July 20
Replay – Carla Fowler
Top Five Fallacies of Goal Obtainment

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July 20
Replay – Carla Fowler
Top Five Fallacies of Goal Obtainment

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July 27
Sean Lemson
One Drop of Poison: How One Bad Leader Can Slowly Kill Your Company

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August 3
Replay – Linda Ridell, MS
Addressing In-Work Poverty

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August 10
Replay Karin Hurt and David Dye 2024 Show 1
Release of the World Workplace Conflict and Collaboration Survey

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August 17
Replay – Dr Anna Marie Frank
Enhancing Employee Health Holistically

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August 24
Replay Karin Hurt and David Dye 2024 Show 2
Powerful Phrases for Dealing With Workplace Conflict

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August 31
Replay – Colette Phillips
How To Lead Inclusively

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Archives

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Multi Generational Businesses

Saturday, January 31, 2015 @10am

Download Steve’s Audio Here

Steve TenneySteve Tenney
Senior Vice President
Certified Portfolio Manager
Senior Portfolio Manager, PMP
UBS Financial Services

Steve Tenney leads Family Wealth Management Partners, a team at UBS in Portland, Maine.  The team is structured as a family office working with Maine-based families who have achieved success in their family businesses.  Utilizing a disciplined process and the deep global resources of UBS, they cover the important components of advanced planning, investment consulting and relationship management.  Family Wealth Management Partners is fortunate to work with many families spanning three to five generations, providing continuity and ultimately helping them define and leave meaningful legacies.

With over 20 years in financial services in the U.S. and UK, Steve manages the team’s investment strategy. Steve is a Senior Portfolio Manager, a UBS designation only granted to a select few who meet education and investment management standards. He is also a Certified Portfolio Manager®. Steve graduated from Tufts University with a B.A. in international relations and political science and lives in Yarmouth with his wife and two children. Outside of work, he spends time volunteering, sailing, and competing in triathlons.