Armando Ureña

Vice President

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.