Top Wealth + Best-in-State · rank 3 · Cincinnati, Ohio · listed firm: UBS Wealth Management
Identity & firm
- Firm — UBS Financial Services Inc. (high)
- “"currentEmployments": [{"firmId": 8174, "firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "5/30/2013", "firmBCScope": "ACTIVE"” — sec_finra_regulatory
- Parent company — UBS Group AG (high)
- “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 m” — firm_official
- Firm type — wirehouse (high)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "5/30/2013", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "7163", "iaSECNumberType": "801", "bdSECNumber": "16267"” — sec_finra_regulatory
- Team name — Ovid Wealth Management (high)
- “Stephen Fish, Managing Director of Ovid Wealth Management of UBS - named after the Roman poet Publius Ovidius Naso, best known for his narrative poem "Metamorphoses" - sees a connection between Ovid's theme of evolving a” — firm_official
- Team size — 8 (high)
- “Stephen Fish Managing Director–Wealth Management View bio” — firm_official
- CRD — 1874500 (high)
- “"basicInformation": {"individualId": 1874500, "firstName": "STEPHEN", "middleName": "JAMES", "lastName": "FISH", "otherNames": [], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "11/22/1988"}” — sec_finra_regulatory
- Years experience — 37 (high)
- “"daysInIndustryCalculatedDate": "11/22/1988"” — sec_finra_regulatory
- “Stephen has over thirty years of investment experience in all financial markets and advises his clients through discretionary investment management.” — firm_official
- Designations — other:CWA (Chartered Wealth Advisor) (high)
- “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 Regulator” — firm_official
Book of business
- Team AUM ($M) — 3500 (high)
- “"Team Assets (Custodied)":"$3.5B"” — forbes_shook
- Account minimum ($M) — 1 (high)
- “"Minimum account size for new business":"$1M"” — forbes_shook
- Typical client net worth ($M) — 15 (high)
- “"Typical Net Worth of Relationships":"$5-25M"” — forbes_shook
- Client niche — high-net-worth families and C-suite corporate executives (medium)
- “For high net worth individuals, keeping track of all that can impact their wealth can be so time consuming that it could prevent them from actually enjoying what they have.” — firm_official
- “Whether their client is an executive, business owner, or entrepreneur, EWP leverages their experience in knowing what questions to ask to understand goals, vision, and purpose of their clients.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "5/30/2013", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisors.ubs.com/ovidwealthmanagement1/ (high)
- “Ovid Wealth Management - Cincinnati, OH | UBS Ovid Wealth Management View FINRA BrokerCheck information Contact us Account login” — firm_official
- Value proposition (verbatim) — Lasting relationships. For all that matters. Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility. (high)
- “Lasting relationships. For all that matters Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities” — firm_official
- Differentiators — More than simple asset allocators; core value is stewardship, Five-step investment management process with ongoing due-diligence scoring, Discretionary investment management with tax-efficient individual stocks and bonds, Highly responsive, always-accessible service model, Positions as the client's 'quarterback' or CFO in all financial matters (high)
- “"We are more than simple asset allocators. Our core value is stewardship, and we strive for our clients to view us as a long term financial relationship," Fish says. "We want to be the first ones they consult when their ” — firm_official
- “We employ a five-step investment management process as follows: Step 1 - Analyze Current Situation” — firm_official
- Content marketing — none (medium)
- “
I” — firm_official
- Has podcast — no (medium)
- “” — firm_official
- Books published — 0 (medium)
- “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.” — firm_official
- Linkedin url — https://www.linkedin.com/in/stephen-fish-b28a65a5/ (high)
- “linkedin.com/in/stephen-fish-b28a65a5” — firm_official
- Social presence — linkedin_active (low)
- “linkedin.com/in/stephen-fish-b28a65a5” — firm_official
- Press awards — Barron's Top 250 Private Wealth Management Teams, 2024, 2026, Barron's Top 1,200 Financial Advisors, 2017-2025, Barron's Top 1,500 Financial Advisors, 2026, UBS Wealth Management Pinnacle Council, 2025, Chartered Wealth Advisor (CWA) designation, 2003 (high)
- “Barron's Top 250 Private Wealth Management Teams, 2024, 2026 The Barron's rating is awarded annually in May based on information from the prior year Q4. Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020, 2021” — firm_official
- “UBS Wealth Management Pinnacle Council, 2025 UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policie” — firm_official
Visual brand
- Has distinct logo — no (high)
- “src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Logo url — https://advisors.ubs.com/ovidwealthmanagement1/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Visual brand notes — Standard UBS corporate template: red three-keys logo on white, Frutiger-style sans, no team mark. Black-and-white team headshots; stock lifestyle photography of families, aerial roads, and office groups. (high)
- “src="mediahandler/media/321450/UBS_Logo_Semibold.svg" src="mediahandler/media/657226/06_Approach your financial future with confidence_Aerial road-rail.jpg" src="mediahandler/media/658409/14_Wealth transfer across genera” — firm_official
- Has podcast — no (medium)
- “
