Managing Director–Wealth Management
Stephen Fish is a Managing Director at UBS. He began his career on Wall Street at Morgan Guaranty Trust Company and Brown Brothers, Harriman & Company. After more than twenty successful years at Hilliard Lyons, Stephen moved to UBS Financial Services, Inc. to further enhance his clients' experiences and access more sophisticated trading capabilities. Stephen has over thirty years of investment experience in all financial markets and advises his clients through discretionary investment management.
Stephen is a graduate of The Johns Hopkins University with a B.S. with concentrations in Economics and Philosophy. He also attended the MBA program at the Stern Graduate School of Business at New York University. At Hilliard Lyons he earned the designation Chartered Wealth Advisor (CWA) in 2003, after completing an extensive program concerning various aspects of wealth management. He maintains several Financial Industry Regulatory Authority licenses, including the Series 7, 24, 63 & 65.
Recognized as an industry leader:
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
Let's connect
Managing Director–Wealth Management
Stephen Fish is a Managing Director at UBS. He began his career on Wall Street at Morgan Guaranty Trust Company and Brown Brothers, Harriman & Company. After more than twenty successful years at Hilliard Lyons, Stephen moved to UBS Financial Services, Inc. to further enhance his clients' experiences and access more sophisticated trading capabilities. Stephen has over thirty years of investment experience in all financial markets and advises his clients through discretionary investment management.
Stephen is a graduate of The Johns Hopkins University with a B.S. with concentrations in Economics and Philosophy. He also attended the MBA program at the Stern Graduate School of Business at New York University. At Hilliard Lyons he earned the designation Chartered Wealth Advisor (CWA) in 2003, after completing an extensive program concerning various aspects of wealth management. He maintains several Financial Industry Regulatory Authority licenses, including the Series 7, 24, 63 & 65.
Recognized as an industry leader:
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
Let's connect
Senior Client Associate
Jeanie joined UBS in 1995 as a Client Service Associate and joined Stephen Fish's team in June 2019. In this role she serves the administrative and operational needs of our clients and team. Jeanie enjoys getting to know our clients and providing excellent customer service. She has been in the financial services industry for over 30 years.
Jeanie is a Cincinnati native. She enjoys gardening and spending time with her grandchildren.
Senior Client Associate
Jeanie joined UBS in 1995 as a Client Service Associate and joined Stephen Fish's team in June 2019. In this role she serves the administrative and operational needs of our clients and team. Jeanie enjoys getting to know our clients and providing excellent customer service. She has been in the financial services industry for over 30 years.
Jeanie is a Cincinnati native. She enjoys gardening and spending time with her grandchildren.
Client Associate
Jack joined UBS in 2021 as a Branch Service Associate and joined Stephen Fish's team in September of 2022. As an expert in the administrative and operational needs of our clients and team, he energetically answers clients' questions and concerns in a timely manner. He also serves as the team's Technology Liaison.
Jack graduated from Middlebury College with a B.S. in Economics. He was a member of the Middlebury men's swim team for four years. In his free time, he enjoys watching sports and being outdoors with his dogs, Boo and Lily. He currently holds the Series 7 and 66 licenses.
Client Associate
Jack joined UBS in 2021 as a Branch Service Associate and joined Stephen Fish's team in September of 2022. As an expert in the administrative and operational needs of our clients and team, he energetically answers clients' questions and concerns in a timely manner. He also serves as the team's Technology Liaison.
Jack graduated from Middlebury College with a B.S. in Economics. He was a member of the Middlebury men's swim team for four years. In his free time, he enjoys watching sports and being outdoors with his dogs, Boo and Lily. He currently holds the Series 7 and 66 licenses.
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
Email Me
