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Steve Ulbrich

Portfolio Trader & Administrator

Steve joined GYL Financial Synergies in 2021 as our Portfolio Trader and Administrator. Steve began working in the pension fund space as a senior trader with Union Carbide. During Dow Chemical’s acquisition of Union Carbide he transitioned to General Motors and was the Director of Trading until 2017. During his tenure with both firms, he was responsible for running trade execution and operations for all global asset classes. He has also worked with numerous portfolio managers covering a diverse set of strategies and mandates. Prior to GYL Financial Synergies, he was successful in raising assets and trading for an emerging manager as well as working on the order desk for Vision Financial markets where he held FINRA/NFA Series – SIE, 3, 7, 24, 57, 66, and as CT State Insurance and real estate licenses. He graduated with a BA from SUNY Purchase and holds an MBA from the University of Bridgeport.

Outside of the office, Steve spends as much time as possible with his wife and three children. He and his family support and dedicate time to many local and global charitable youth and veteran’s organizations. Steve enjoys boating and skiing with his family and is an avid DIY’er in the garage and around the docks.