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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.