Stephen Fisher leaves Fidelity Investments to join EY’s Asset Management Tax Practice, based from Boston

 In Ernst Young, EY, Fidelity Investments

Ernst & Young LLP announced today that Stephen D. Fisher, former senior vice president and deputy general counsel of Fidelity Investments, has joined its Asset Management tax practice. Fisher will be based out of Ernst & Young LLP’s Boston office and will provide insight and perspective on issues relating to tax, regulation and compliance for the asset management industry.

“Stephen brings extensive experience advising clients to help them retain and grow assets, enhance investment performance, mitigate business and tax risk and respond to regulatory changes,” said Michael Serota, Global Hedge Fund co-leader and Global Asset Management tax leader for Ernst & Young. “His joining Ernst & Young LLP demonstrates our continuing investment and growth in the asset management industry practice in the New England region and across the United States. In addition, he brings a broad range of tax, mutual fund and alternative products acumen.”

Fisher spent 18 years with Fidelity Investments, where he led the Mutual Fund Tax Legal group. He was actively engaged in industry efforts to ensure the passage of the Regulated Investment Company Modernization Act, which involved considerable time working with congressional staff members and testifying before Congress. Fisher coordinated a coalition of mutual fund complexes to address the impact of certain aspects of Financial Accounting Standards Board guidance as well.

Fisher, a resident of Belmont, Mass., currently teaches Taxation of Financial Products and co-teaches Regulated Investment Companies, Real Estate Investment Trusts and Real Estate Mortgage Conduits at Boston University. He is licensed to practice law in Massachusetts and Pennsylvania, as well as before the U.S. Tax Court, U.S. Court of Federal Claims, the U.S. 1st Circuit Court of Appeals and the U.S. District Court for the District of Massachusetts. He is also the author of a recent Journal of Taxation of Financial Products article, “A Method of Madness: The Secret Unified Theory Underlying the Tax Treatment of Noncontingent Nonperodic Swap Payments.”

Fisher earned his LL.M. in Taxation from the Boston University School of Law and received his J.D., cum laude, from Harvard Law School. He has a Bachelor of Arts degree with distinction from Swarthmore College.

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