Intelligent decisions. Meaningful impact.

Private Wealth Management

It’s never been more important to have an experienced team of Financial Advisors working on your behalf.

Year after year, successful families, entrepreneurs, executives and foundations have chosen The Hilton Group to help them make more intelligent decisions, manage risk and pursue their most important long-term financial goals. They have also come to us with questions about their lives—beyond their investments. We believe they trust us for our advice, but even more important, they know how much we care.

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The value of a second opinion

When it comes to your investments, getting a clear, objective evaluation can help you make more informed decisions today, for tomorrow.

Our global firm. Your boutique experience.

We‘re an experienced team that understands the challenges our sophisticated clients face. Accessing the extensive global resources of UBS Private Wealth Management, we deliver tailored strategies that integrate all of your complex investing, planning and financing priorities at each stage in the life cycle of your wealth. With the stewardship and truly dedicated service of a boutique family office, and our complete commitment to making a meaningful impact in your life, we’re here to help you and your family feel confident about the future.

James Hilton

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
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.

Jamie is ranked in the U.S. as a Top 1,200 Financial Advisor by Barron’s based on revenue produced, assets under management, quality of practice, regulatory record, philanthropic work, and more. 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, 2013
- Barron's Top 1,200 Financial Advisors, 2016, 2017, 2021, 2022
- Forbes Best-in-State Wealth Advisors , 2022
130 Bellevue Ave.
Newport, RI 02840
Kara Museler

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
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.

2020 Forbes/Shook Research Top Female Financial Advisor

2020 Forbes/Shook Research Top Working Mother Wealth Advisor

2020 Rhode Island Five Star Wealth Manager

2021 Forbes/Shook Best-in-State Wealth Advisors
- Forbes America’s Top Women Wealth Advisors, 2020, 2022
- Forbes Best-in-State Wealth Advisors , 2021, 2022
- Working Mother and SHOOK Research Top Wealth Advisor Moms, 2020
130 Bellevue ave.
Newport, RI 02840
Anthony Cerino

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
Tony joined The Hilton Group Wealth Management at UBS in 2014 as an intern as he completed his Bachelor's degree in Financial Management from Salve Regina. He completed his Master's degree in Business Administration in 2015 and joined the team full time. Tony's main areas of focus include retirement planning, investment reporting, and investment research and analysis.

Tony grew up in Mystic, Connecticut and is now a resident of Newport, Rhode Island – he thoroughly enjoys spending his free time on the water. Tony is the vice-chairman of the James Patrick Stowe Foundation which works to aid research for testicular cancer as well as involved with volunteering with the ALS RI Chapter. Other interests of Tony's include hockey, golf, fishing, and spending time with family.
130 Bellevue ave.
Newport, RI 02840
Katherine Farnham

Senior Client Associate
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- MA
- MD
- ME
- MO
- NH
- NJ
- NV
- NY
- PA
- RI
- SC
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.
130 Bellevue ave.
Newport, RI 02840

James Hilton

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
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.

Jamie is ranked in the U.S. as a Top 1,200 Financial Advisor by Barron’s based on revenue produced, assets under management, quality of practice, regulatory record, philanthropic work, and more. 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, 2013
- Barron's Top 1,200 Financial Advisors, 2016, 2017, 2021, 2022
- Forbes Best-in-State Wealth Advisors , 2022
130 Bellevue Ave.
Newport, RI 02840
Kara Museler

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
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.

2020 Forbes/Shook Research Top Female Financial Advisor

2020 Forbes/Shook Research Top Working Mother Wealth Advisor

2020 Rhode Island Five Star Wealth Manager

2021 Forbes/Shook Best-in-State Wealth Advisors
- Forbes America’s Top Women Wealth Advisors, 2020, 2022
- Forbes Best-in-State Wealth Advisors , 2021, 2022
- Working Mother and SHOOK Research Top Wealth Advisor Moms, 2020
130 Bellevue ave.
Newport, RI 02840
Anthony Cerino

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
Tony joined The Hilton Group Wealth Management at UBS in 2014 as an intern as he completed his Bachelor's degree in Financial Management from Salve Regina. He completed his Master's degree in Business Administration in 2015 and joined the team full time. Tony's main areas of focus include retirement planning, investment reporting, and investment research and analysis.

Tony grew up in Mystic, Connecticut and is now a resident of Newport, Rhode Island – he thoroughly enjoys spending his free time on the water. Tony is the vice-chairman of the James Patrick Stowe Foundation which works to aid research for testicular cancer as well as involved with volunteering with the ALS RI Chapter. Other interests of Tony's include hockey, golf, fishing, and spending time with family.
130 Bellevue ave.
Newport, RI 02840
Katherine Farnham

Senior Client Associate
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- MA
- MD
- ME
- MO
- NH
- NJ
- NV
- NY
- PA
- RI
- SC
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.
130 Bellevue ave.
Newport, RI 02840

Rise above the investment “noise“

Portfolio management, diversification and risk control

Recognizing that every client is unique, The Hilton Group has the experience and insight to design customized investment solutions based on individual needs and goals. They have navigated every type of market. The key is to stay the course, focus on your goals and minimize distracting investment noise.

Helping to protect your assets for the long-term is our priority. Our team is always seeking better ways to manage volatility and earn your confidence in our ability to execute the right strategy for your needs and comfort. Our portfolio management process follows these five concepts for investing in any market:

1. Leverage diversification to help reduce risk
We believe truly diversified investors—those who invest across a number of different asset classes—can lower their risk, without necessarily sacrificing return.

2. Consider a lower volatility approach
For two investment portfolios with the same average or arithmetic return, the portfolio with less volatility will likely have a greater compound rate of return. We believe that a lower volatility approach can be more effective in meeting your objectives over time.

3. Incorporate global opportunities to help enhance returns
The price movements between international and U.S. asset classes are often dissimilar, so investing in both increases your portfolio’s diversification and helps reduce overall risk.

4. Maintain a disciplined approach in difficult markets
The key to navigating the ever-changing market environment is to stay focused on your goals, both long term and short term.

5. Design an efficient portfolio
Asset allocation and diversification can help stabilize portfolio performance during market swings. It's a "slow and steady" process but keep in mind the story of the "tortoise and the hare."

^{Photography by Tyler Fields}

^{The Portfolio Management Program (PMP) is a wrap fee advisory program in which our Financial Advisors manage client accounts on a discretionary basis. PMP is designed for clients who (i) want to delegate portfolio management discretion to their Financial Advisor; (ii) are looking to implement a medium to long-term investment plan; and (iii) prefer the consistency of fee-based pricing.}

^{PMP is not appropriate for clients who: (i) want to maintain trading control over their account; (ii) seek a short-term investment; (iii) want to maintain consistently high levels of cash, money market funds, or invest primarily in no-load mutual funds; (iv) want to maintain highly concentrated positions that will not be sold regardless of market conditions; or (v) who anticipate significant withdrawals from the account.}

^{Asset allocation and diversification does not guarantee a profit or protect against loss in a declining financial market.}

Define your family legacy

Estate and intergenerational wealth transfer strategies

While estate planning can be a sensitive and emotional topic for both parents and children, our team works with you and your other professional advisors to build a thoughtful estate planning strategy that addresses your legacy goals and the needs of each generation. We believe that a successful wealth transition plan depends on families having regular, age-appropriate conversations about inheritance, financial responsibility and charitable giving.

Our estate planning conversations focus on:

Asset titling and ownership

Estate tax liability minimization strategies

Lifetime gifting strategies

Asset replacement solutions such as life insurance

Trust management

Through the UBS Family Advisory team of specialists, we offer the following resources:

Family engagement and participation strategies

Design and facilitate productive family meetings

Turn family values into a shared family vision

Create engaging wealth education sessions for the rising generation

Promote meaningful intergenerational dialogue about what really matters

Educational programs

Women’s Symposium, Young Successors Program and Young Successors Alumni Program

Personalized programs for individual client families

Financial Education Program

Publications and research reports on subjects relevant to families of significant wealth

^{Photography by Tyler Field}

Access a world of insight and opportunity

Private Wealth Management
No matter what your goals, from charitable giving to a multigenerational estate plan, the Hilton Group will access the resources and professionals of UBS Private Wealth Management along with your trusted estate, tax and business advisors to provide you with tailored solutions from across the firm and around the globe.

Solutions and strategies for each dimension of your life and wealth

Advanced Planning
The complexity of your wealth demands a critical understanding of how best to integrate a range of solutions into your overall financial plan. Together with our Advanced Planning specialists, we'll also evaluate how changes in the legislative and tax landscape might impact your wealth and develop appropriate strategies for protecting it.

Portfolio Advisory Group
A truly customized portfolio should be informed by insights that align with your goals. The Portfolio Advisory Group provides us with advanced quantitative analysis and proprietary research for a dynamic asset allocation approach and portfolios designed to address your specific needs.

Global research and strategy
With hundreds of investment professionals across UBS you will have access to the extensive research capabilities of UBS, which are dedicated to helping address your objectives. UBS offers informed credit equity, economic and strategy research on companies, sectors, markets and macro economic trends. This research as well as UBS Investment Bank Research helps us develop the appropriate strategic and tactical asset allocations for your portfolio.

Tailored financing solutions
Through UBS, you can gain access to innovative credit solutions, including securities backed lending, pre-IPO lending and mortgages as well as customized financing solutions for private aircraft, art and other passions.

Business community network
We can give you access to key specialists in private equity, M&A advisory services as well as third-party referrals within the industry and our Private Wealth Management community.

^{Credit and lending services are provided by banking affiliates of UBS Financial Services Inc., and are subject to credit approval.}

^{Photography by Tyler Fields}

Wealth planning for life

A framework to pursue what matters

Coordinated. Comprehensive. Consultative. That‘s how our clients might describe our process. It shapes our relationships from day one, and helps us understand what‘s most important to you and the goals you have throughout your lifetime. We believe that when it comes to helping you and your family make important decisions about your long-term financial well-being, our wealth management framework should always be our starting point.

1. Discovery meeting

Duration: 90 minutes
Explore your most important personal values
Identify current circumstances personally and financially
Discover near- and long-term personal and financial goals
Identify financial “blind spots"

2. Strategic plan meeting

1 – 3 weeks following Discovery meeting
Duration: 60-90 minutes
Review customized strategies and tactics designed for you
Review financial “blind spots” identified in Discovery meeting
Review your integrated plan to meld financial and personal priorities and values

3. Mutual commitment meeting

1 – 2 weeks following Strategic plan meeting
Duration: 45 – 60 minutes
Confirmation of commitment to work together going forward
Define terms of relationship
Discuss expectations for you and The Hilton Group; responsibilities of each
Determine ideal frequency of recurring periodic phone calls to keep in touch

4. 45-day follow-up meeting

45 days following Mutual Commitment Meeting
Duration: 60 minutes
Review strategies being implemented and answer related questions
Review mail received, initial statements, etc.
Provide Online Account Access tutorial, if desired
Discuss “blind spots“ and Advanced Planning issues to be addressed over time

5. Regular progress meeting

Quarterly, semi annually or annually, dependent on client preference
Duration: 90 minutes
Review and update the Total Client Profile, created during Discovery meeting
Continue to monitor and track progress toward personal and financial goals
Monitor progress toward solving “blind spots“ and Advanced Planning challenges
Identify changes that need to be addressed due to life‘s evolution

Schedule a discovery meeting

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Intelligent decisions. Meaningful impact.

It’s never been more important to have an experienced team of Financial Advisors working on your behalf.

James Hilton

Kara Museler

Anthony Cerino

Katherine Farnham