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$3.9 trillion
In invested assets globally
As of 12/31/2022
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
The experience to guide you forward
With more than 20 years in the financial services industry, Paul is passionate about helping his clients meet their financial goals. As a seasoned professional with experience in all aspects of wealth management, he serves the needs of corporate executives and high net worth investors. After gaining a comprehensive understanding of his clients’ goals, investment expectations and tolerance for risk, Paul develops investment strategies tailored to their needs.
Paul believes in the importance of developing strong relationships with his clients and their entire families. He became a Financial Advisor because he wanted to make a difference in the financial lives of his clients. Prior to joining UBS in 2010, Paul was at Smith Barney for 10 years and began his career at PaineWebber in 1998.
Credentials that build confidence
Paul earned a B.S. in Organizational Management from Manhattanville College. He also holds the CERTIFIED INVESTMENT MANAGEMENT ANALYST® (CIMA®) designation, administered by the Investment Management Consultants Association.®
Outside the office
Paul and his wife, Sandra, live in Crestwood with their two sons, Paul and Peter. In his free time, he enjoys traveling and coaching his sons football and lacrosse teams.
Education
Credentials
Senior Vice President–Wealth Management
The experience to guide you forward
With more than 20 years in the financial services industry, Paul is passionate about helping his clients meet their financial goals. As a seasoned professional with experience in all aspects of wealth management, he serves the needs of corporate executives and high net worth investors. After gaining a comprehensive understanding of his clients’ goals, investment expectations and tolerance for risk, Paul develops investment strategies tailored to their needs.
Paul believes in the importance of developing strong relationships with his clients and their entire families. He became a Financial Advisor because he wanted to make a difference in the financial lives of his clients. Prior to joining UBS in 2010, Paul was at Smith Barney for 10 years and began his career at PaineWebber in 1998.
Credentials that build confidence
Paul earned a B.S. in Organizational Management from Manhattanville College. He also holds the CERTIFIED INVESTMENT MANAGEMENT ANALYST® (CIMA®) designation, administered by the Investment Management Consultants Association.®
Outside the office
Paul and his wife, Sandra, live in Crestwood with their two sons, Paul and Peter. In his free time, he enjoys traveling and coaching his sons football and lacrosse teams.
Education
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
