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MEMBER PROFILE

 

Paul Sapiro

UBS

 

Member profile details

Membership level
Connecticut - Hartford
First name
Paul
Last name
Sapiro
Suffix
CEPA
Title
Senior Vice President - Wealth Management
Company
UBS
 

CONTACT INFORMATION

City
Hartford
State
Connecticut
 

PROFILE INFORMATION

Call me when
you or someone you care about would like to review investment strategies, financial and estate plans, ideas on how to increase the value of a privately held business, and exit strategy techniques
Profession
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Business growth
  • Capital markets
  • Cash management
  • Charitable giving
  • Corporate finance
  • Equity
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Finance
  • Investments
  • Lending
  • Mezzanine
  • Retirement
  • Trusts
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Financial Services
  • Software/Internet
Professional Certification(s)
Certified Exit Planning Advisor, MBA
In Business Since
1996
How to contact
phone or email
Client Results
I solve what keeps my clients up at night.
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