Intelligent decisions. Meaningful impact.

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James “Jamie” Hilton, CEPA is a private wealth advisor in UBS’ Northeast Private Wealth Management market. He operates his own practice, The Hilton Group at UBS Financial Services.

He continues to be recognized with this prestigious industry achievement for his long-standing commitment to providing ultra-high net worth clients with the highest quality of service.

His mission is to help affluent investors make smart decisions with their money so they can spend more time doing what they love. He enjoys providing comprehensive advice and tailored solutions as a ‘personal CFO’ to a select number of successful families, entrepreneurs, private clients, foundations, and individuals regarding investment management, wealth preservation, tax efficiency, capital markets, charitable planning, intergenerational wealth transfer, and exit planning in his capacity as a Certified Exit Planning Advisor.

Prior to establishing The Hilton Group in 1991, Jamie worked on the floor of the COMEX, one of the world’s largest commodities exchanges in New York.

A life-long maritime enthusiast, Jamie races various classes of sailboats and yachts in regattas and competitions throughout the world. Being on the water teaches self-reliance, how to make decisions under difficult circumstances, and how to think on one’s feet which he considers to be great metaphors for life.

Experience 

The Hilton Group at UBS Private Wealth Management, Managing Director, 2013-present
Morgan Stanley Wealth Management and predecessor firms, Senior Vice President, 1991 – 2013
Institutional Brokerage Corp., Floor Manager, COMEX, 1984 – 1991 

Community Involvement

University of Rhode Island Sailing Advisory Council
International Yacht Restoration School of Technology and Trades
National Sailing Hall of Fame

• Barron's Top 1,000 Financial Advisors, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,200 Financial Advisors, 2016, 2017, 2021, 2022
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Certified Exit Planning Advisor

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Kara joined The Hilton Group in 1996 and has been working with high net worth families and individuals for more than 20 years.

She is focused on a client centric approach to truly understand her client's deepest values and goals, translating that knowledge into wealth management solutions and strategies that will with stand the tests of time and market volatility.

Kara has earned the elite title of Certified Financial Planner. Her career includes serving as Producing Branch Manager at Morgan Stanley from 1996-2013.

A life-long sailor along with her husband, the Museler family spends time sailing along the eastern seaboard of North America and the Caribbean. Her skills in sailing have been recognized with titles including four-time U.S. Collegiate All-American and Athletic Hall of Fame Inductee at the College of Charleston.

Kara's experience as a mother of three, world class sailor, Financial Advisor, Certified Financial Planner and Branch Manager give her experience professionally that transcends that of many of her peers.

• Forbes America’s Top Women Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2020The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

• Certified Divorce Financial Analyst

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Tony joined The Hilton Group Wealth Management at UBS in 2014. His main areas of focus include providing financial planning advice to individuals, tax and retirement savings planning, investment reporting, and investment research and analysis. 

He works with entrepreneurs, business owners, athletes, individuals, and other high net worth clients as part of The Hilton Group team. He often speaks with high school and college students about financial literacy and basic investing topics to help them become more proficient in consumer finance. 

Tony grew up in Mystic, Connecticut and is a resident of Newport, Rhode Island. He thoroughly enjoys spending his free time on the water. Other interests include spending time with family, hockey, golf and fishing.

Charitable work includes serving as vice chair of the James Patrick Stowe Foundation which works to aid research for testicular cancer, on the board of directors at the Fort Adams Trust, as well as volunteering for the ALS Rhode Island Chapter.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Salve Regina University, Financial Management: 2010 - 2014
• Salve Regina University, Masters in Business Administration: 2013 - 2015

• Certified Financial Planner™

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Katherine graduated with a Bachelor of Arts degree in History from Denison University (Granville, Ohio) in 1987. She began her career in the financial services industry as a Registered Sales Assistant for Smith Barney in Boston in 1989. Subsequently, she worked for various companies in Boston, Connecticut and Rhode Island prior to joining The Hilton Group in 2021.

In her current role, she oversees account administration, operations, and helps maintain client relationships and manage accounts for three Financial Advisors. She holds her Series 7, 63 and 65 FINRA securities licenses.

Katherine's outside passions include boating, running, beekeeping and skiing. She served on the Board of Trustees for the Norman Bird Sanctuary. She has two grown children and lives in Portsmouth, RI.

Hana graduated from Salve Regina University with a bachelor of science degree in financial management and a minor in business administration. Currently, she is pursuing her MBA at Salve where she was in the Pell Honors Program as an undergraduate.

In the summer of 2022, Hana studied at University of Oxford in England for a month and completed two MBA courses there.

She recently joined The Hilton Group to assist the team with their client relationships, managing accounts, and performing research, analysis and administrative duties. She also liaises with the firm’s public relations and marketing agency to coordinate digital and other communications.

Hana is co-founder and board member of Mahana Magic Foundation, a nonprofit organization. It was established by her father in 2007 when he was diagnosed with Stage 4 colon cancer to support children like his own who have a parent or caregiver with cancer. The name “Mahana” is a combination of his two favorite places in Hawaii where he lived for many years, Makena Beach and the Hana Rainforest for which he named his two daughters. In the Hawaiian language, “mahana” means “to create warmth.” After a courageous battle with cancer, he passed away in 2010 at the age of 48.

When she’s not working, Hana enjoys traveling in the U.S. and internationally as well as spending time hiking, mountain biking, and paddle boarding with family in their Vermont homestead.

• Salve Regina University, Financial Management: 2010 - 2014
• Salve Regina University, Masters in Business Administration: 2013 - 2015