James Fish

Managing Director @ Piper Sandler

About James Fish

James Fish serves as the Managing Director at Piper Sandler, having transitioned from roles at Citi and Morgan Stanley. He has a strong background in wealth management and equity research, with experience in sell-side research focused on infrastructure and communication software.

Current Role at Piper Sandler

James Fish currently serves as Managing Director at Piper Sandler, a position he has held since 2024. In this role, he leverages his extensive experience in wealth management and equity research to guide strategic initiatives and client relationships. His tenure at Piper Sandler has seen him transition from Vice President to Director before assuming his current leadership role.

Previous Experience in Wealth Management

Before joining Piper Sandler, James Fish worked at Morgan Stanley Wealth Management as a Client Service Associate from 2012 to 2013. This role provided him with foundational experience in wealth management, which he later applied in his positions at Piper Sandler. His background in this sector enhances his ability to understand client needs and deliver tailored financial solutions.

Background in Equity Research

James Fish has a solid background in equity research, having worked as an Equity Research Senior Associate at Citi from 2013 to 2017. His focus during this time was on sell-side research, particularly in the areas of infrastructure and communication software. This experience equipped him with analytical skills and market insights that he brought to his roles at Piper Sandler.

Educational Qualifications

James Fish completed his Bachelor of Science in Finance at Canisius University from 2009 to 2012. He furthered his education by obtaining an MBA in International Business and Global Supply Chain Management from the same institution in 2013. His academic background provides a strong foundation for his professional endeavors in finance and management.

Early Education

James Fish attended Canisius High School, graduating in the Class of 2009. His early education laid the groundwork for his later academic and professional achievements, fostering skills that would be beneficial in his career in finance and management.

People similar to James Fish