Armando Ureña

Vice President

Location

Mr. Ureña is a member of the private wealth team.

Prior to joining StepStone, Mr. Ureña worked at Charles Schwab on the derivatives team for the client service and support department. Mr. Ureña also serves as the treasurer for education non-profit, The Artist Outreach.

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.

StepStone Slate Logo
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.