Stephen Collins
About Stephen Collins
Stephen Collins serves as the Vice President - Wealth Management Institutional Consultant at UBS in Westport, Connecticut, a position he has held since 2020. He has a diverse background in finance, having worked at several prominent firms including Morgan Stanley, Citi, and Merrill Lynch.
Work at UBS
Stephen Collins has been serving as Vice President - Wealth Management Institutional Consultant at UBS since 2020. He is based in Westport, Connecticut, where he has accumulated four years of experience in this role. His responsibilities include providing institutional consulting services and managing client relationships within the wealth management sector.
Previous Employment History
Before joining UBS, Stephen Collins held several positions in the financial services industry. He worked at Morgan Stanley as a Vice President from 2004 to 2007. He then served as Senior Vice President at Merrill Lynch from 2007 to 2012. Following this, he was Director at Citi from 2012 to 2016. Most recently, he worked at Alex. Brown, a Division of Raymond James, as Vice President in Wealth Management from 2016 to 2020.
Education and Expertise
Stephen Collins completed his Bachelor of Arts in Economics at Kenyon College, where he studied from 1990 to 1994. Prior to that, he attended Middlesex School from 1986 to 1990 and St. Bernards from 1979 to 1986. His educational background has equipped him with a strong foundation in economic principles, which he applies in his wealth management career.
Professional Experience
Stephen Collins has extensive experience in wealth management and institutional consulting. His career spans over two decades, during which he has held various leadership roles. His tenure at firms such as Morgan Stanley, Merrill Lynch, Citi, and Alex. Brown showcases his expertise in managing client portfolios and providing strategic financial advice.