Experience

Paul Sapiro brings over 30 years of experience in the financial services industry – Paul has worked as a financial advisor, portfolio manager, branch manager, financial analyst and business planner.  At his core, though, Paul is an experienced and diligent advisor who prides himself on developing deep relationships with his clients and leveraging the intellectual capital of UBS to solve complex problems and provide straightforward, holistic solutions. 

The common thread throughout Paul's career at UBS, Merrill Lynch, Smith Barney and even the motion picture industry has been comprehensive analysis and financial planning.  Paul's varied experience gives him a unique perspective and ability to relate to and help his clients, whether they are C-suite executives, business owners, retirees or young families.

Paul earned a BS in Finance and an MBA with concentrations in Accounting and Marketing from the University of Connecticut. He lives in West Simsbury, CT with his wife, Susan, and enjoys biking, golf, and history. He is also an avid backpacker, with a focus on completing the Appalachian Trail.

He is a member of The Exit Planning Exchange and holds the Certified Exit Planning Advisor® designation (CEPA®).

Tasha started her career in financial services at UBS in San Francisco before moving to Boston in 2010. With a unique blend of professional experience and broad knowledge in both financial planning and investment management, Tasha has consistently focused on client education and delivering comprehensive wealth solutions. By getting to know each client’s goals and risk tolerance, she is able to design tailored financial planning solutions. Tasha’s proactive approach ensures that client priorities are always at the forefront, and effective solutions are identified quickly.

Outside of work, Tasha enjoys traveling, reading, and running. She lives in Boston with her husband and two daughters.

Sandra (Sandy) has over 25 years of experience in the financial services industry. She began her career with Merrill Lynch as an Operations Manager and later a Compliance Officer. She joined UBS in 2011 as a Senior Registered Client Service Associate; her primary responsibilities are client focused, from opening and servicing new relationships to the ongoing client experience. Sandy takes pride in developing close relationships and true understanding of all our clients' individual needs and situations. Sandy holds the Series 3, 7, 9, 10 and 63 licenses.

Diane has had a long and distinguished career in the Financial Service industry spanning 40+ years.  She began her career right out of high school and spent 23 years with Advest in various operational roles.  She has been with UBS in her current role for 18 years and consistently demonstrates a “client first” attitude towards her job and the Financial Advisors she supports. 

Diane is active in UBS Community involvement, helping local homeless shelters as well as participating in several Habitats for Humanity projects.  She resides with her husband and 4 dogs now, after raising their 4 children. In her spare time, she enjoys spending time with family and friends and being outdoors.

Susan joined UBS in 2024 as a part-time client service associate. Her focus is on supporting the team and enhancing the overall client experience. Susan has worked as a fitness professional in the Farmington Valley for over 35 years. She has two adult daughters and lives in Simsbury with her husband and two pups. She is an avid reader of historical fiction, enjoys being active and exploring new places in the U.S. and abroad.