$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
Financial Advisor
Paul D. Sapiro, CEPA
Paul Sapiro joined Hingham Street Partners in 2019. He brings with him over 27 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, 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®).
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$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