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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Paul Makris has been a Financial Advisor with UBS Financial Services and its predecessor firm, Paine Webber, since 1999, after 18 years in domestic and international corporate management.
While Paul has a strong local presence, his client base includes executives, family trusts, professional athletes and entertainers, as well as non-profit organizations, throughout the United States.
Paul's prior experience includes twelve years as an executive for Staples, Inc. helping manage the company from its infancy, through their growth phase and initial public offering (IPO) to NASDAQ 100 status. Ultimately, he held the position of Director of International Operations and was credited for the growth and success of the European business unit in the mid to late 1990's.
A graduate of the Whittemore School of Business and Economics at the University of New Hampshire, Paul holds a Bachelor of Science degree in business administration. Paul also has extensive experience having served as director for several non-profit organizations, volunteering for Concord Hospital, YMCA, and Holy Trinity Greek Orthodox Church. In addition, Paul has been active in the community for years coaching youth sports.
After years in Chicago, Boston, London, and Hamburg, Paul currently resides in Concord, NH, where he resides with his family. Paul's outside interests include music, travel, and sports.
CA Insurance # 0D36654
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Senior Vice President–Wealth Management
Paul Makris has been a Financial Advisor with UBS Financial Services and its predecessor firm, Paine Webber, since 1999, after 18 years in domestic and international corporate management.
While Paul has a strong local presence, his client base includes executives, family trusts, professional athletes and entertainers, as well as non-profit organizations, throughout the United States.
Paul's prior experience includes twelve years as an executive for Staples, Inc. helping manage the company from its infancy, through their growth phase and initial public offering (IPO) to NASDAQ 100 status. Ultimately, he held the position of Director of International Operations and was credited for the growth and success of the European business unit in the mid to late 1990's.
A graduate of the Whittemore School of Business and Economics at the University of New Hampshire, Paul holds a Bachelor of Science degree in business administration. Paul also has extensive experience having served as director for several non-profit organizations, volunteering for Concord Hospital, YMCA, and Holy Trinity Greek Orthodox Church. In addition, Paul has been active in the community for years coaching youth sports.
After years in Chicago, Boston, London, and Hamburg, Paul currently resides in Concord, NH, where he resides with his family. Paul's outside interests include music, travel, and sports.
CA Insurance # 0D36654
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
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$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
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UBS is a world-leading wealth manager
