An experienced and committed team

Dan is an Analyst and Senior Portfolio Manager working primarily on the Small & Medium Company Stock Portfolio. Prior to joining UBS in 2013, Dan was a Portfolio Manager at Athena Capital Advisors, where he served clients with at least $100 million in investment assets. He earned his M.S. in Investment Management from Boston University, graduating magna cum laude. Dan also earned his B.S. in Accounting and Finance from Eastern Nazarene College. He is a CFA® charterholder and a member of the Boston Security Analysts Society. Dan also successfully completed the requirements to earn the Certified Financial Planner™ (CFP®) designation. Dan and his wife, Faith, live in Boston, Massachusetts.

Paul Sapiro joined Hingham Street Partners in 2019. He brings with him 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, yet elegant, 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 and enjoys family time, group fitness, skiing, 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®).

Diane has been helping clients for over 35 years. They appreciate the follow-through, professionalism, and overall exceptional client service she provides.  She resides in Colchester, CT with her husband. They have four grown children. Diane is quick to volunteer and help those in need. She cooks and serves breakfast to those most in need at the Mercy shelter in Hartford, CT on a regular basis.