Client Login

Steven DeLucia

CFA, CFP®*

Senior Advisor

    Steve is a Senior Advisor based in Pathstone’s Bellevue, WA office.  In his role, Steve helps senior members of the team provide a range of services including portfolio construction, asset allocation, investment performance reporting, and tax and estate plan implementation.  He also handles client-related requests for trades and disbursements and other day-to-day operations in support of clients.

    Steve joined the firm after six years with UBS Financial Services in Pittsburgh, PA.  He worked on a large team and was responsible for portfolio construction, mutual fund manager due diligence and selection, and performance reporting.  Steve graduated with a BS degree from the University of Pittsburgh with a major in Finance and a minor in Economics.  He is a Chartered Financial Analyst charter holder and a member of the CFA Society Seattle, as well as a Certified Financial Planner™ professional.  He has also passed the Financial Industry Regulatory Authority (FINRA) Series 7 and 66 exams.

     

    In his free time, Steve enjoys golfing, skiing, watching sports, and spending time with friends.

    *Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

    Group

    Client Service Team

    Investment Advisory

    Certification

    CFA

    CFP®*

    Office

    Bellevue, WA

    Contact us

    Steve is a Senior Advisor based in Pathstone’s Bellevue, WA office.  In his role, Steve helps senior members of the team provide a range of services including portfolio construction, asset allocation, investment performance reporting, and tax and estate plan implementation.  He also handles client-related requests for trades and disbursements and other day-to-day operations in support of clients.

    Steve joined the firm after six years with UBS Financial Services in Pittsburgh, PA.  He worked on a large team and was responsible for portfolio construction, mutual fund manager due diligence and selection, and performance reporting.  Steve graduated with a BS degree from the University of Pittsburgh with a major in Finance and a minor in Economics.  He is a Chartered Financial Analyst charter holder and a member of the CFA Society Seattle, as well as a Certified Financial Planner™ professional.  He has also passed the Financial Industry Regulatory Authority (FINRA) Series 7 and 66 exams.

     

    In his free time, Steve enjoys golfing, skiing, watching sports, and spending time with friends.

    *Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.