Armando Ureña

Vice President

Location

Mr. Ureña is a member of the Private Wealth team.

Prior to joining StepStone Private Wealth, Mr. Ureña worked at Charles Schwab on the derivatives team for the Client Service and Support Department.

Mr. Ureña received a BBA in Finance, and a BA in Radio, Television, and Film from the University of North Texas. He is a Chartered Financial Analyst and holds FINRA 7, 9, 10, and 63 licenses.

Mr. Ureña serves as the treasurer for education non-profit, The Artist Outreach.

StepStone Slate Logo
Privacy Overview

Cookie information is stored in your browser and performs functions such as recognizing you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

You can adjust all of your cookie settings by navigating the tabs on the left-hand side.