Senior Vice President
Financial Advisor
Fowler Hatley joined UBS in 2019 bringing over 30 years of broad-based investment experience including both institutional and private wealth client portfolio management. Prior to joining UBS Fowler worked in various portfolio management, analytical, and trading capacities with Bank of America, Citibank, III/AVM Hedge Fund, and AIG Corporation.
As a discretionary portfolio manager, he utilizes UBS’ top down global macro views in combination with individual bottoms-up investment analysis to construct portfolios customized to unique client objectives. Fowler works closely with clients to actively optimize and rebalance portfolio allocations in response to changing markets and objectives.
Fowler earned a B.B.A. from the University of Texas at Austin and has achieved the right to use the Chartered Financial Analyst CFA® designation. Fowler and his wife Kelly have a son, Collins, and a daughter, Jennifer. Away from the office he is active in tennis, golf, and fitness.
Senior Vice President
Financial Advisor
Fowler Hatley joined UBS in 2019 bringing over 30 years of broad-based investment experience including both institutional and private wealth client portfolio management. Prior to joining UBS Fowler worked in various portfolio management, analytical, and trading capacities with Bank of America, Citibank, III/AVM Hedge Fund, and AIG Corporation.
As a discretionary portfolio manager, he utilizes UBS’ top down global macro views in combination with individual bottoms-up investment analysis to construct portfolios customized to unique client objectives. Fowler works closely with clients to actively optimize and rebalance portfolio allocations in response to changing markets and objectives.
Fowler earned a B.B.A. from the University of Texas at Austin and has achieved the right to use the Chartered Financial Analyst CFA® designation. Fowler and his wife Kelly have a son, Collins, and a daughter, Jennifer. Away from the office he is active in tennis, golf, and fitness.
Client Associate
Hannah began her career in Private Wealth Management when she joined UBS as a Client Service Associate in 2021, after graduating from SUNY Binghamton. Her focus is being the main point of contact for day-to-day operations as well as being readily available for client requests.
Client Associate
Hannah began her career in Private Wealth Management when she joined UBS as a Client Service Associate in 2021, after graduating from SUNY Binghamton. Her focus is being the main point of contact for day-to-day operations as well as being readily available for client requests.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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