Managing Director–Wealth Management
Private Wealth Advisor
Defining integrity in Private Wealth Management
With a career that spans more than three decades—five bear markets and three recessions—Sharon’s insight and experience are reflected in the holistic solutions and clarity she delivers to her clients’ financial lives. Backed by the global resources and partners of UBS, she can be a single point of contact to provide advice on all aspects of financial life
Everyday Sharon is inspired to listen and discover more about her clients’ goals and concerns. She is gratified knowing that she has had the opportunity to impact multiple generations. Integrity is the guiding principle in her career and in life, although collaboration and transparency are also top priorities in her practice.
Previous experience
Accolades, credentials, registrations
Education
Life
Recognized as an industry leader:
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
Managing Director–Wealth Management
Private Wealth Advisor
Defining integrity in Private Wealth Management
With a career that spans more than three decades—five bear markets and three recessions—Sharon’s insight and experience are reflected in the holistic solutions and clarity she delivers to her clients’ financial lives. Backed by the global resources and partners of UBS, she can be a single point of contact to provide advice on all aspects of financial life
Everyday Sharon is inspired to listen and discover more about her clients’ goals and concerns. She is gratified knowing that she has had the opportunity to impact multiple generations. Integrity is the guiding principle in her career and in life, although collaboration and transparency are also top priorities in her practice.
Previous experience
Accolades, credentials, registrations
Education
Life
Recognized as an industry leader:
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
Managing Director–Wealth Management
Private Wealth Advisor
A thoughtful, quantitative approach to investment advice
As a 20 year veteran of UBS Wealth Management, Hillary brings a personalized approach to investing, which incorporates her global macroeconomic background coupled with her quantitative thinking. Hillary helps clients align their investments with their goals, be it family legacy, philanthropic or estate planning.
“When delivering the resources of our firm as well as our advice, I’m always guided by integrity and our clients’ best interests.”
Today, as a Private Wealth Advisor, Hillary applies her experience when overseeing all aspects of investing for her distinguished UBS Private Wealth team, ViewPoint Partners. From market strategy and manager selection to performance monitoring and client reviews, Hillary’s insight and process enable her to offer her clients truly tailored advice and solutions that are well-aligned with their goals throughout their lives.
Previous experience
Designations, registrations and education
Life
Recognized as an industry leader:
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
Managing Director–Wealth Management
Private Wealth Advisor
A thoughtful, quantitative approach to investment advice
As a 20 year veteran of UBS Wealth Management, Hillary brings a personalized approach to investing, which incorporates her global macroeconomic background coupled with her quantitative thinking. Hillary helps clients align their investments with their goals, be it family legacy, philanthropic or estate planning.
“When delivering the resources of our firm as well as our advice, I’m always guided by integrity and our clients’ best interests.”
Today, as a Private Wealth Advisor, Hillary applies her experience when overseeing all aspects of investing for her distinguished UBS Private Wealth team, ViewPoint Partners. From market strategy and manager selection to performance monitoring and client reviews, Hillary’s insight and process enable her to offer her clients truly tailored advice and solutions that are well-aligned with their goals throughout their lives.
Previous experience
Designations, registrations and education
Life
Recognized as an industry leader:
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
Senior Vice President–Wealth Management
Financial Advisor
Jim joined UBS Private Wealth Management in 2008 after several years at Deutsche Bank and before that, Prudential Securities. Today, as a Financial Advisor with the Private Wealth team, Perry Molin Group – now ViewPoint Partners, he focuses on providing affluent clients with strategic asset allocation, investment manager selection, and alternative investment and concentrated stock strategies. His team's four-step process includes the creation of investment policy guidelines, the development of a strategic asset allocation, the selection of appropriate investment vehicles and the monitoring of investment performance.
Experience
Education
Life
Recognized as an industry leader:
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
Senior Vice President–Wealth Management
Financial Advisor
Jim joined UBS Private Wealth Management in 2008 after several years at Deutsche Bank and before that, Prudential Securities. Today, as a Financial Advisor with the Private Wealth team, Perry Molin Group – now ViewPoint Partners, he focuses on providing affluent clients with strategic asset allocation, investment manager selection, and alternative investment and concentrated stock strategies. His team's four-step process includes the creation of investment policy guidelines, the development of a strategic asset allocation, the selection of appropriate investment vehicles and the monitoring of investment performance.
Experience
Education
Life
Recognized as an industry leader:
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
Senior Vice President–Wealth Management
Private Wealth Advisor
Planning advice for all aspects of your financial life
Throughout her career in financial services, Aileen has held a number of roles, and her focus continues to be financial planning. Today, working within the firm’s Private Wealth Management division, she and her colleagues, industry-leading Private Wealth Advisors, serve some of the country’s most successful individuals and families.
“I take care of my clients like I take care of my family—guiding them, planning with them, and helping them uncover possibilities.”
Aileen spearheads the advanced financial planning services for her team, which includes complex cash flow projections, customized insurance reviews and solutions, asset allocation strategies, as well as investment manager selection and monitoring. In addition to her planning focus, Aileen also manages her team’s retirement plan business, overseeing relationships with 401(k) and 403(b) plan providers.
Previous experience
Education
Designations, registrations and accolades
Life
Recognized as an industry leader:
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
Senior Vice President–Wealth Management
Private Wealth Advisor
Planning advice for all aspects of your financial life
Throughout her career in financial services, Aileen has held a number of roles, and her focus continues to be financial planning. Today, working within the firm’s Private Wealth Management division, she and her colleagues, industry-leading Private Wealth Advisors, serve some of the country’s most successful individuals and families.
“I take care of my clients like I take care of my family—guiding them, planning with them, and helping them uncover possibilities.”
Aileen spearheads the advanced financial planning services for her team, which includes complex cash flow projections, customized insurance reviews and solutions, asset allocation strategies, as well as investment manager selection and monitoring. In addition to her planning focus, Aileen also manages her team’s retirement plan business, overseeing relationships with 401(k) and 403(b) plan providers.
Previous experience
Education
Designations, registrations and accolades
Life
Recognized as an industry leader:
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
Senior Vice President
Private Wealth Advisor
Delivering the historical perspective of seven bear markets and six recessions
As one of the principal Private Wealth Advisors within ViewPoint Partners, Loring provides customized, holistic wealth management advice to help affluent individuals and families invest and plan for their long-term goals and legacy. His primary focus within the team is portfolio management and asset allocation. Having navigated so many market cycles, Loring brings true historical perspective to his relationships, which helps his clients make more informed, less reactive, decisions.
“With almost 50 years of experience behind me, I’m truly passionate about this industry and the difference I can make in my clients’ lives.”
Loring grew up in financial services, having followed in the footsteps of his father. With nearly five decades of experience, his knowledge and passion for this business run deep.
Previous experience
Designations, registrations and education
Credentials
Life
Education
Credentials
Senior Vice President
Private Wealth Advisor
Delivering the historical perspective of seven bear markets and six recessions
As one of the principal Private Wealth Advisors within ViewPoint Partners, Loring provides customized, holistic wealth management advice to help affluent individuals and families invest and plan for their long-term goals and legacy. His primary focus within the team is portfolio management and asset allocation. Having navigated so many market cycles, Loring brings true historical perspective to his relationships, which helps his clients make more informed, less reactive, decisions.
“With almost 50 years of experience behind me, I’m truly passionate about this industry and the difference I can make in my clients’ lives.”
Loring grew up in financial services, having followed in the footsteps of his father. With nearly five decades of experience, his knowledge and passion for this business run deep.
Previous experience
Designations, registrations and education
Credentials
Life
Education
Credentials
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
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
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