Stephen R. Freedman, PhD, CFA®

Upon joining UBS in 1998, Stephen served as an economist and public policy analyst out of the Swiss headquarters. Since 2004, he has been an Investment Strategist within CIO Wealth Management Research. In 2007, Stephen transferred the US as Global Investment Strategist and was responsible for Asset Allocation until recently. Today, he is responsible for the thematic investment offering and for sustainable investing. He chairs the US Thematic Investment Committee and is a core member of the Wealth Management Americas Asset Allocation Committee. He is the editor-in-chief of the flagship publication "Top Themes", responsible for the quarterly “Decade Ahead” and for the suite of sustainable investing publications.

Stephen has been featured in national and international media outlets, such as CNBC, Bloomberg TV, Fox Business News, PBS, Reuters TV, Business News Network, TV Argent (Canada) and has been quoted in The Wall Street Journal, The New York Times, Chicago Tribune, Investment News, The Globe and Mail (Canada), Wall Street Letter, Financial Post (Canada) and The Vancouver Sun (Canada). 

Stephen earned a PhD in financial economics from the University of St. Gallen in Switzerland, following a master’s degree in economics and business administration from the same institution. He is a Chartered Financial Analyst® charter holder and also earned the Financial Risk Manager (FRM) designation awarded by the Global Association of Risk Professionals (GARP).




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