ABOUT

About Alpha Wealth Management Consulting

Alpha Wealth Management Consulting provides wealth management professionals with services that enhance the productivity and efficiency of their businesses, thereby increasing their capacity for growth.

The expertise of our leadership was developed over decades of experience. Today that knowledge helps wealth management professionals and firms improve their performance.

MEET THE FOUNDER

Stephen P. Glynn

President

Stephen P. Glynn is the president and founder of Alpha Wealth Management Consulting. The organization was established to provide consulting services to wealth management firms and personalized coaching services to financial advisors, branch managers and senior executives in the wealth management industry.

Prior Work History

  • Prior to establishing Alpha Wealth Management Consulting, from 2018 to 2023 he was market head of the Minnesota-Northern Plains Market for UBS Wealth Management USA. The market consisted of 200 financial advisors located in five Midwestern states.

  • Before taking on the leadership role for the Minnesota-Northern Plains Market, from 2014 to 2018 Stephen was the complex director of the Los Angeles Complex and branch manager of the Downtown Los Angeles branch.

  • Prior to running the Los Angeles business, from 2012 to 2014, he served as chief operating officer of Wealth Management Advisor Group US, a division of UBS Wealth Management Americas. Stephen was responsible for running the day-to-day business in 225 branches.

  • From 2006 to 2012, he also served in a variety of senior executive roles at UBS, including Eastern Division chief operating officer, Central Region chief operating officer, Director of Talent Acquisition & PWA Recruiting and branch manager of the Greenwich, CT office.

  • Prior to joining UBS, from 1986 to 2006 Stephen served in a variety of senior field management positions including complex director, branch manager, sales manager and financial advisor at Wachovia Securities and Smith Barney.

Accolades

  • In 2021 the Minnesota-Northern Plains Market was recognized by UBS as a top-performing market, and he was named to the firm’s Leadership Council.

  • In 2017 Stephen was appointed co-head of the firm's prestigious Leadership Advisory Council, serving as an advocate for field leaders at UBS Wealth Management USA.

  • In 2016, the Downtown Los Angeles branch was named the UBS Branch of the Year.

  • In 2007, the Greenwich, CT branch was recognized by UBS as a top performing branch, and he was named to the Directors Council.

  • In 2002 Wachovia Securities appointed Stephen to the Branch Manager Advisory Council.

  • From 1990 to 1994 he was recognized by Smith Barney as a top performing financial advisor. He was a member of the firm's prestigious President's Council and Chairman's Council.