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.

___________________________________________________________________________________________

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.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

James Hilton

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
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, 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, 2023The 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.
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
- 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.
- 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, 2023The 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 Best-in-State Women Wealth Advisors, 2022, 2023The 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.
130 Bellevue ave.
Newport, RI 02840
Anthony Cerino

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- 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.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
130 Bellevue ave.
Newport, RI 02840
Katherine Farnham

Client Associate Senior
View bio
- AZ
- CA
- CO
- DC
- FL
- MA
- MD
- NJ
- NY
- RI
- SC
- VA
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
Hana Couture

Client Associate
View bio
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 junior 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.
130 Bellevue ave.
Newport, RI 02840

Lingpeng Xiao, CFA

Wealth Planning Associate

View bio

In the role as a Wealth Planning Associate, Lingpeng works closely with the Financial Advisors in the various UBS offices located in Greater Boston Private Wealth Management Market as they help clients pursue their goals through comprehensive planning. Lingpeng has in-depth knowledge of the many financial planning solutions that can be tailored to address your individual priorities. Through collaboration with your Advisor, Lingpeng helps you to imagine how the power of investing can help you pursue your financial goals.

As a Wealth Planning Associate, Lingpeng provides guidance in the following areas:

– Financial planning solutions based on client’s needs and goals

– Retirement savings and income planning

– Risk management and insurance needs analysis

– Foundational estate planning strategies

– Liability management

– Education funding needs and strategies

– Charitable planning
Todd D. Mayo

Executive Director

Senior Wealth Strategist

View bio

Todd works with ultra-high net worth families, helping them to design and implement wealth strategies that reflect their values and goals. He helps families and individuals to create multi-generational structures for managing their wealth, fulfilling their philanthropic visions, and optimizing tax effects. In addition, he reviews their trust agreements and other estate planning documents to ensure that the documents align with their planning objectives.

Professional History

Before joining UBS, Todd was general counsel of Perspecta Trust. He previously was a partner in Cleveland, Waters and Bass and earlier served as president of Cambridge Trust Company of New Hampshire and a senior vice president of Cambridge Trust Company. Before that, he practiced trust and tax law with Cleveland, Waters and Bass.

Todd is the consulting editor of Private Trust Companies: A Handbook for Advisers (Globe Law and Business, forthcoming 2020). He also was a principal author of the New Hampshire Family Trust Company Act (which govern private trust companies) and the New Hampshire Foundation Act (which was the first act recognizing civil law-type foundations in the US).

Affiliations

Todd is a member of the Society of Trust and Estate Practitioners and a member of the International Bar Association’s Private Client Tax Committee.

Education

Todd earned a B.A. in economics and history from Georgetown University, a J.D. from the University of California, Hastings College of the Law, and an LL.M. (Taxation) from the University of Florida.
Roger Kraus

Director

Senior Wealth Management Banker

View bio
Current role and areas of expertise

Traditionally, clients tend to concentrate on their assets when considering their financial situation. However, the use of strategic financing or other banking solutions may be an important component of a client’s overall wealth management plan. Senior Wealth Management Bankers are responsible for providing Financial Advisors and their clients with banking solutions that complement a client's overall wealth management objectives. As a Senior Wealth Management Banker, Roger provides expertise in the following areas:
1. Securities Backed Lending
2. Residential and Commercial Mortgages
3. Cash management and Credit Cards
4. Art, aircraft and yacht financing
Professional history

Roger Kraus returns to UBS as a SWMB for the Greater Boston Market. He began his career with UBS in 2006, first at 1285 Ave of the Americas in NY, then in the Private Wealth office at 299 Park Ave. In 2009, his FA team moved to Credit Suisse, and in 2010, Roger moved on his own to JPMorgan Private Bank as an FA in their Law Firms Group.

Education and personal information

Roger has a degree in English Literature and Performance, and enjoyed a 10+ year career as a professional actor in New York City and nationally before starting his career in finance. He currently lives in Boston's historic South End.
Julie Binder

Executive Director

Senior Strategist Family & Philanthropy Advisory

View bio

Professional history
As a Senior Strategist with Family Advisory and Philanthropy Services, Julie works with families on understanding money, values and philanthropic intent in the family wealth context and the dynamic overlap of five types of capital—human capital, intellectual capital, social capital, foundational capital, and financial capital. Family and Philanthropy Advisory is a thought partner to advisors and their exceptional client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Prior to joining UBS Financial Services in 2018, Julie was with Foundation Source, a provider of comprehensive support services for private foundations for nearly a decade. While there, she was responsible for understanding the needs and identifying philanthropic solutions for ultra-high net worth clients and the Private Wealth Advisors who serve them. Julie worked with hundreds of clients to think about the impact of their philanthropy on their families and communities. Before Foundation Source, Julie worked for a boutique consulting firm that specialized in corporate philanthropy, and spent several years in business development for Texas Monthly and New York Magazine.

Education
Julie graduated from the University of Connecticut with a B.S. in Marketing and holds a Fellowship in Charitable Estate Planning from the Charitable Estate Planning Institute. She is an active volunteer with many local community organizations, and lives in Stamford, CT with her husband and two sons.

James Hilton

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
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, 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, 2023The 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.
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
- 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.
- 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, 2023The 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 Best-in-State Women Wealth Advisors, 2022, 2023The 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.
130 Bellevue ave.
Newport, RI 02840
Anthony Cerino

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- 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.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
130 Bellevue ave.
Newport, RI 02840
Katherine Farnham

Client Associate Senior
View bio
- AZ
- CA
- CO
- DC
- FL
- MA
- MD
- NJ
- NY
- RI
- SC
- VA
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
Hana Couture

Client Associate
View bio
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 junior 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.
130 Bellevue ave.
Newport, RI 02840

Lingpeng Xiao, CFA

Wealth Planning Associate

View bio

In the role as a Wealth Planning Associate, Lingpeng works closely with the Financial Advisors in the various UBS offices located in Greater Boston Private Wealth Management Market as they help clients pursue their goals through comprehensive planning. Lingpeng has in-depth knowledge of the many financial planning solutions that can be tailored to address your individual priorities. Through collaboration with your Advisor, Lingpeng helps you to imagine how the power of investing can help you pursue your financial goals.

As a Wealth Planning Associate, Lingpeng provides guidance in the following areas:

– Financial planning solutions based on client’s needs and goals

– Retirement savings and income planning

– Risk management and insurance needs analysis

– Foundational estate planning strategies

– Liability management

– Education funding needs and strategies

– Charitable planning
Todd D. Mayo

Executive Director

Senior Wealth Strategist

View bio

Todd works with ultra-high net worth families, helping them to design and implement wealth strategies that reflect their values and goals. He helps families and individuals to create multi-generational structures for managing their wealth, fulfilling their philanthropic visions, and optimizing tax effects. In addition, he reviews their trust agreements and other estate planning documents to ensure that the documents align with their planning objectives.

Professional History

Before joining UBS, Todd was general counsel of Perspecta Trust. He previously was a partner in Cleveland, Waters and Bass and earlier served as president of Cambridge Trust Company of New Hampshire and a senior vice president of Cambridge Trust Company. Before that, he practiced trust and tax law with Cleveland, Waters and Bass.

Todd is the consulting editor of Private Trust Companies: A Handbook for Advisers (Globe Law and Business, forthcoming 2020). He also was a principal author of the New Hampshire Family Trust Company Act (which govern private trust companies) and the New Hampshire Foundation Act (which was the first act recognizing civil law-type foundations in the US).

Affiliations

Todd is a member of the Society of Trust and Estate Practitioners and a member of the International Bar Association’s Private Client Tax Committee.

Education

Todd earned a B.A. in economics and history from Georgetown University, a J.D. from the University of California, Hastings College of the Law, and an LL.M. (Taxation) from the University of Florida.
Roger Kraus

Director

Senior Wealth Management Banker

View bio
Current role and areas of expertise

Traditionally, clients tend to concentrate on their assets when considering their financial situation. However, the use of strategic financing or other banking solutions may be an important component of a client’s overall wealth management plan. Senior Wealth Management Bankers are responsible for providing Financial Advisors and their clients with banking solutions that complement a client's overall wealth management objectives. As a Senior Wealth Management Banker, Roger provides expertise in the following areas:
1. Securities Backed Lending
2. Residential and Commercial Mortgages
3. Cash management and Credit Cards
4. Art, aircraft and yacht financing
Professional history

Roger Kraus returns to UBS as a SWMB for the Greater Boston Market. He began his career with UBS in 2006, first at 1285 Ave of the Americas in NY, then in the Private Wealth office at 299 Park Ave. In 2009, his FA team moved to Credit Suisse, and in 2010, Roger moved on his own to JPMorgan Private Bank as an FA in their Law Firms Group.

Education and personal information

Roger has a degree in English Literature and Performance, and enjoyed a 10+ year career as a professional actor in New York City and nationally before starting his career in finance. He currently lives in Boston's historic South End.
Julie Binder

Executive Director

Senior Strategist Family & Philanthropy Advisory

View bio

Professional history
As a Senior Strategist with Family Advisory and Philanthropy Services, Julie works with families on understanding money, values and philanthropic intent in the family wealth context and the dynamic overlap of five types of capital—human capital, intellectual capital, social capital, foundational capital, and financial capital. Family and Philanthropy Advisory is a thought partner to advisors and their exceptional client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Prior to joining UBS Financial Services in 2018, Julie was with Foundation Source, a provider of comprehensive support services for private foundations for nearly a decade. While there, she was responsible for understanding the needs and identifying philanthropic solutions for ultra-high net worth clients and the Private Wealth Advisors who serve them. Julie worked with hundreds of clients to think about the impact of their philanthropy on their families and communities. Before Foundation Source, Julie worked for a boutique consulting firm that specialized in corporate philanthropy, and spent several years in business development for Texas Monthly and New York Magazine.

Education
Julie graduated from the University of Connecticut with a B.S. in Marketing and holds a Fellowship in Charitable Estate Planning from the Charitable Estate Planning Institute. She is an active volunteer with many local community organizations, and lives in Stamford, CT with her husband and two sons.

Podcast

“Charting The Course” is a podcast hosted by The Hilton Group at UBS Private Wealth Management to navigate the ‘rocks and reefs’ that life and financial markets can present. Each lively episode helps affluent investors set out on the proper course toward making smart financial decisions so they can spend more time doing what they love.

Listen to the podcast here.

Business succession planning

As a highly seasoned team, we have guided many owners through the sale of their businesses. We understand the complex nature and the sensitivity of the succession process and will work with you from the critical pre-liquidity planning stages through execution and closing.

We bring extensive experience with strategies that can help you when it’s time to exit a business, from the initial stages of assessing ownership structures to evaluating financing solutions to facilitating the sale to reflect your goals.

We can also help with tax-aware guidance on trusts and philanthropic strategies to serve your wealth preservation and legacy goals.

Business sale and transition
Concentrated and restricted stock management
Early exercise stock options analysis
Boosting savings to prepare for opportunities

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.}

Exiting on your terms

The decision to exit your business is rarely simple and can often take up to five years or longer. In our decades of experience helping business owners and entrepreneurs exit their companies, we’ve come to believe it’s never too early to start.

Once you’ve made your decision to sell, we can work with you to build a strategic plan to guide you each step of the selling process. Our experience and knowledge can help you think through important estate planning considerations that can impact your long-term goals and family post-sale, including:

Structure and timing
Valuation opportunities
Risk management
Liquidity strategies
Your estate, potential succession and tax considerations

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

How to Exit Your Business

Innovate Newport

How to Exit Your Business

Innovate Newport

June 02 2023
7:30 AM-9:00 AM Eastern

Speakers

Registration for this event

Please select the topics or the publications you are interested in:

Are you a UBS Client?

Leave this empty:

Intelligent decisions. Meaningful impact.

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

Pursuing your goals together

James Hilton

Kara Museler

Anthony Cerino

Katherine Farnham

Hana Couture

Lingpeng Xiao, CFA

Todd D. Mayo

Roger Kraus

Julie Binder

James Hilton

Kara Museler

Anthony Cerino

Katherine Farnham

Hana Couture

Lingpeng Xiao, CFA

Todd D. Mayo

Roger Kraus

Julie Binder

*

*

Education

Credentials

*

*

Education

Credentials

*

*

Podcast

Request your report

Error

Thank you!

Business succession planning

Rise above the investment “noise“

Exiting on your terms

Backed by the strength of UBS

A global leader in wealth management

How to Exit Your Business

How to Exit Your Business

Speakers

Registration for this event

Thank you.

Error

Thank you for contacting us.

Error

*

Start the conversation