How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Paul Sapiro, CEPA

Senior Vice President–Wealth Management

Financial Advisor

Paul D. Sapiro, CEPA

Paul Sapiro joined Hingham Street Partners in 2019. He brings with him over 25 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 intellectual advisor who prides himself on developing deep relationships with his clients and leveraging resources 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 CT with his wife and enjoys skiing, hiking, history, platform tennis and spending time with his children, step children, and foster children.

He is a member of the Small Manufacturers Associate of Connecticut and The Exit Planning Exchange and holds the Certified Exit Planning (CEPA® ) designation.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Education

  • BS-Finance, University of Connecticut
  • MBA, University of Connecticut

Credentials

  • Certified Exit Planning Advisor
One State Street
Suite 1600
Hartford, CT 06103
  • (860) 727-4668

Email Me

Family (financial) ties

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Are you ready for anything?

A Liquidity strategy can help.

In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

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$3.3 trillion

In invested assets globally 
As of 12/31/2021

51 countries

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UBS is a world-leading wealth manager

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