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 client's 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.
Stephen has been recognized as an industry leader:
- Fortune 2017, 2018, 2019, 2020
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020
- Barron's Top 1,000 Financial Advisors, 2012, 2013
- Financial Times Top 400 Financial Advisers, 2013, 2017, 2018, 2019, 2020
Registered States:
AR, AZ, CA, CT, DC, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI