Experience

Makes all the difference

The Hilton Group's mission is to help affluent investors make smart decisions regarding their money so they can spend more time doing what they love. We do this by acting as personal chief financial officers to our clients. We accomplish this by using a consultative process to identify our client's current financial situation and challenges. Our team then collaborates with the client's other trusted advisors to design solutions for the client's wealth management challenges and obstacles so that they may attain their financial goals as well as their life goals.

The Hilton Group Wealth Management at UBS Financial Services focuses our practice on a select number of clients for whom we can provide customized and tailored wealth management strategies. We utilize a consultative process. Jamie limits his working with new clients to those who can invest a minimum of $5,000,000 with The Hilton Group. Our wealth management process helps our clients to free their mind of the financial minutiae so they can focus their time, talent and resources on what is most important to them. The Hilton Group's Consultative Wealth Management Process focuses on five Key Areas: Wealth Preservation, Tax Efficiency, Inter-Generational Wealth Transfer, Risk and Liability Mitigation, and Charitable Planning

James Hilton

Managing Director–Wealth Management

Financial Advisor

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

Registered States:
  • 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

Recognized as an industry leader:

  • 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

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Kara Museler

Senior Vice President–Wealth Management

Financial Advisor

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

Registered States:
  • 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

Recognized as an industry leader:

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

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Anthony Cerino

Financial Advisor

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.

Registered States:
  • 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
130 Bellevue ave.
Newport, RI 02840

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Katherine Farnham

Senior Client Associate

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.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • MA
  • MD
  • ME
  • MO
  • NH
  • NJ
  • NV
  • NY
  • PA
  • RI
  • SC
130 Bellevue ave.
Newport, RI 02840

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Hana Couture

Client Associate

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

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