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MEMBER PROFILE

 

Stephen Sypek

UBS

 

Member profile details

Membership level
Nashville Individual
First name
Stephen
Last name
Sypek
Title
Wealth Advisor
Company
UBS
XPX Chapter Email Lists
  • Nashville News & Events
 

CONTACT INFORMATION

City
Nashville
State
Tennessee
 

PROFILE INFORMATION

Call me when
You or someone you know is looking for a partner to help them plan their financial future and execute on their goals.
Why I/we support XPX
I enjoy networking with other local professionals, learning more about the transaction process, and ultimately meeting interesting people in Nashville!
Profession
  • Wealth Manager
Functional Expertise
  • Business growth
  • Business management
  • Exit/Transition Planning
  • Finance
  • Investments
  • Mergers
  • Private equity
  • Sell side/Divestiture
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Financial Services
  • Health/Pharma/Biotech
  • Real Estate/Construction
Professional Certification(s)
CFA charterholder, CPA license
In Business Since
2012
How to contact
email at stephen.f.sypek@ubs.com or call/text me at 704-713-3667
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