Matthew Fisher
About Matthew Fisher
Matthew Fisher is a Senior Private Wealth Strategy Associate at UBS, where he leads the financial planning process for The Kraft Group. He has a diverse background in finance and dance, having previously worked at Merrill Lynch and DiJiFi, and holds an MBA from NYU Stern School of Business.
Current Role at UBS
Matthew Fisher serves as a Senior Private Wealth Strategy Associate at UBS, a position he has held since 2020. In this role, he leads the Financial Planning process for The Kraft Group, offering clients advanced planning tools and access to a team of trust and estate specialists. His expertise in wealth strategy allows him to provide tailored financial solutions to high-net-worth clients.
Previous Experience at Merrill Lynch
Prior to his current role, Matthew Fisher worked at Merrill Lynch in various capacities. He began as a Private Wealth Associate in 2015, where he worked for 11 months in Paramus, NJ. He then served as a Registered Private Wealth Associate from 2015 to 2017, accumulating a total of two years of experience in wealth management at the firm.
Background in Dance and Business
Before entering the finance sector, Matthew Fisher had a career as a freelance dancer from 2005 to 2007 in New York City. He was also a principal dancer for Elisa Monte Dance. Following his dance career, he transitioned into business, serving as Chief Operating Officer & General Manager at DiJiFi from 2008 to 2014 in the Greater New York City Area.
Education and Certifications
Matthew Fisher holds a Bachelor of Arts in Economics from Carleton College, which he attended from 1999 to 2003. He furthered his education by earning a Master of Business Administration (MBA) from the Langone Part-time Program at NYU Stern School of Business, studying Finance, Entrepreneurship, Leadership, and Change from 2012 to 2014. He is also certified as a Certified Financial Planner (CFP®) and a Certified Private Wealth Advisor (CPWA®).
Board Memberships and Interests
Matthew Fisher is actively involved in the community, serving on the boards of Inception to Exhibition, the Lake Placid Center for the Arts, and Elisa Monte Dance. His background as a former business owner informs his approach to wealth planning, where he emphasizes the importance of considering unexpected outcomes and guarding against unintended consequences.