Verified recordFinancial Services

Austin Nephew

Portfolio Analyst at Ubs

Based in Spring Hill, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Spring Hill

Industry

Financial Services

Company size

118K

Contact information

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Email

1 credit

a•••••••@ubs.com

Phone

5 credits

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Background

About Austin Nephew

I'm a recent graduate from Middle Tennessee State University and currently working as a Portfolio Analyst at UBS Wealth Management. In my role, I support advisors by analyzing client portfolios, researching investments, and helping deliver strategies that align with clients’ long-term goals.I’m also a CFA Level candidate, and I enjoy diving deep into topics like equity investing and alternatives. I’m especially interested in understanding what drives long-term value—and how to distinguish quality investments from laggards. I consider myself a hard worker who’s always looking to learn, grow, and take on new challenges. Whether it’s digging into a company’s financials or collaborating on a client review, I aim to bring curiosity, reliability, and a team-first attitude to everything I do.If you’re in the investing, wealth management, or CFA world, I’d love to connect.

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