$6 trn
UBS Group invested assets
As of 12/31/2024
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®).
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
Credentials
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
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