Steve Freedman – Head of Sustainable Investing Solutions, UBS Wealth Management Americas
Upon joining UBS in 1998, Steve served as an economist and public policy analyst out of the Swiss headquarters. In 2007, Steve transferred to the US as a Global Investment Strategist and was responsible for Asset Allocation. In recent years, he was responsible for thematic investment research, analyzing topical and long-term trends, and making them investable to UBS clients. He also lead Sustainable Investing research in the US and was in particular the lead author and editor of the firm’s Sustainable Investing white paper series and a frequent speaker on the topic. Today, as head of Sustainable Investing Solutions for UBS Wealth Management Americas, he is responsible for strategically developing the Sustainable Investing Products and Services platform, while promoting Sustainable Investing concepts and solutions to Financial Advisors and clients through engagement and education.
Steve earned a Ph.D. in financial economics from the University of St. Gallen in Switzerland, following a master’s degree in economics and business administration from the same institution. Steve is a Chartered Financial Analyst® charter holder and also earned the Financial Risk Manager (FRM) designation awarded by the Global Association of Risk Professionals (GARP). He has been featured in national and international media outlets, such as CNBC, Bloomberg TV, Fox Business News, PBS, Reuters TV, Business News Network (Canada) and has been quoted in The Wall Street Journal, The New York Times, Chicago Tribune, Investment News, The Globe and Mail (Canada), Wall Street Letter.