Steven Feit

Mr. Feit has been on Wall Street for over 40 years and was a Managing Director with UBS Financial Services prior to joining Treasury Partners in 2012. As our Managing Partner and Chief Operating Officer, he oversees our client services, investment management, finance, compliance, and operations areas.

Mr. Feit began his career in 1981 with J. B. Hanauer. He became a Financial Advisor in 1982 while with Merrill Lynch, and joined Oppenheimer & Company in 1983. He began his management career with Oppenheimer in 1988, and rose to the position of Managing Director/New York Branch Manager.

In 1999, after 16 years with Oppenheimer, he joined Paine Webber, where he served as Senior Vice President/New York Branch Manager prior to that firm's acquisition by UBS in 2000.

Mr. Feit remained with UBS and became a Managing Director in 2005. Over the course of his career with UBS, he held various senior management positions in New York and New Jersey.

In 2010, he was appointed Director of the firm's Florham Park, New Jersey Complex. In that capacity, he managed 70 Financial Advisors and more than 100 employees, and was responsible for overseeing $9+ billion in client assets. Mr. Feit holds Series 7, 8, 63 and 65 securities licenses as well as an insurance license.

He is a Magna Cum Laude graduate of Boston University, where he earned his BS degree in Business Administration.