Armando Ureña

Portfolio Specialist

Location

Mr. Ureña is the Portfolio Specialist for StepStone Private Wealth.

He started his career at StepStone as the Associate for the Southeast territory.

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.

FINRA’s broker check page: https://brokercheck.finra.org/