Matthew Fisher Email & Phone Number

I am Director of the Kraft Group's Financial Planning practice where I help clients navigate the intricacies associated with preserving, transitioning, and managing substantial wealth. Bespoke financial plans and comprehensive estate document reviews are among my primary responsibilities. From pre-liquidity planning, through cashflow needs analysis and intergenerational planning, clients communicate regularly with me to ensure that changes in their personal and professional lives are properly integrated into their financial plan. I received my BA in Economics from Carleton College and an MBA in Finance from NYU’s Stern School of Business. I am a Certified Financial Planner (CFP®) professional, and serve as a Subject Matter Expert for the CFP board, evaluating new test questions for future exams. I also hold the Certified Private Wealth Advisor (CPWA®) designation from the Investments and Wealth Institute. Prior to joining UBS, I was a Private Wealth Associate at Merrill Lynch. Before joining Merrill, I was the COO of DiJiFi, a media digitization company in Brooklyn and I began my working life as a principal dancer for Elisa Monte Dance in New York City. I serve on the boards of Inception to Exhibition, the Lake Placid Center for the Arts, and EMERGE125./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Fundraising, Entrepreneurship, Customer Service, Strategy, and 40 others.