Steven DeLucia
CFA, CFP®*
Director
- Shareholder
Steve is a Director 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
Certification
Office
Steve is a Director 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.
