The right moves for your financial future

"As wave is driven by wave and each, pursued, pursues the wave ahead, so time flies on and follows, flies, and follows, always, for ever and new. What was before is left behind; what never was is now; and every passing moment is renewed."  -Ovid, Metamorphoses

 

Ovid Wealth Management. Why Ovid? This name, chosen by Stephen Fish, Managing Director, after the Roman poet Publius Ovidius Naso, best know for his work, Metamorphoses. Stephen believes the financial industry landscape is continuously evolving, and it is his duty to his clients, to create opportunities out of these changes to protect and grow your wealth. Ovid Wealth Management exemplifies not only the daily challenges we must overcome in managing wealth in this complex world, but also the various transitions one encounters throughout one's life. Every stage of life has different financial responsibilities and we must evolve to eventually create our future legacy. Stephen hopes that he is the first person you consult when your life changes.

More recently, Stephen has integrated his financial planning approach with his investment management practice. With this, comes a greater focus on sustaining wealth for future generations and helping balance the financial and emotional needs of transferring wealth through each phase of your life. After all, it is not just about money !

Ovid Wealth Management has developed a dedicated and professional team lead by Stephen Fish. This includes Jeanine Toney, Kristin Coulter and Jack Dowling, all of whom bring valuable experience and education to help fulfill your needs. Each is committed to providing you with excellent service.

Ovid wrote, "Partimque figuras rettulit antiquas, partim nova monstra creavit", meaning "Partly we recovered the olde, familiar things, partly we created something wonderous and new." As always, Ovid Wealth Management is committed to you, and we look forward to working with you as each chapter in your life unfolds. 

Stephen Fish

Managing Director–Wealth Management

Financial Advisor

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.

 

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI
  • WV

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes America's Top Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Jeanine Toney

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.

Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • KY
  • MA
  • MI
  • MN
  • MS
  • MT
  • NE
  • NY
  • OH
  • PA
  • TX
  • WA
  • WV
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

Jack Dowling

Trade & Processing Specialist

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.

Registered States:
  • OH
8044 Montgomery Road
Cincinnati, OH 45236

Email Me