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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
We can help you plan for it.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?
We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
