Experience
Makes all the difference
I joined UBS in 2006; but I’ve been a Financial Advisor for over 30 years. Shortly after graduating from Princeton University, I joined one of Smith Barney’s predecessor firms, where I spent 25 years building my practice and helping clients realize their financial and personal goals. Nine years ago, I moved my team to the UBS Headquarters Complex because it offers an unparalleled degree of support for private clients. On the personal side, I love spending time with my family. I’m also a bit of a health nut; I find that exercise is a great stress reducer. When I can find the time, I read historical novels and enjoy the cultural beat of New York City. I’m also energized by the work that I do with nonprofit educational groups in New York City.
Recognized Excellence
Harry Elish has been consistently recognized among the nation’s top financial advisors. Most recently:
- Top 400 Advisors in The Financial Times
- Top 1,200 Advisors in Barron's
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Managing Director--Wealth Management |
New York City |
May 2006 - Present |
Smith Barney and Predecessor Firms |
Senior Vice President--Financial Advisor |
New York City |
October 1981 - May 2006 |
Education
- Bachelor of Arts, Princeton University, 1980
- CERTIFIED FINANCIAL PLANNER (CFP®)
- CERTIFIED PRIVATE WEALTH ADVISOR (CPWA)
- Private Wealth Advisor
Personal & Community
- Board Member: Academy of the City, a New York charter school, & Kaplan Educational Foundation
- Married with Two Sons, Ages 23 and 26
Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WY