UAT Team

Joel Steinmetz
CEO/UAT Resources

20 years industry experience with significant broker dealer and asset manager relationships key to our success.

Andrew Brown
President/UAT Resources

14 years industry experience coming to UAT from having led our largest competitor’s business. His relationships are important to the growth of UAT.

David Collett
CFO & COO/Holdings & Resources

30 years of industry experience with a passion for best operating practices. David was the CFO for LPL Financial as they approached $1 billion in revenue and implemented internalization of securities clearing.