Paul Sapiro
UBS
Hartford, Connecticut
Contact
How to contact
phone or email
Professional Profile
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
Professions
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
Finance
Investments
Lending
Mezzanine
Retirement
Trusts
Exit/Transition Planning
Professional Certification
Certified Exit Planning Advisor, MBA
Client Industries
Business Services
Consumer Services
Financial Services
Software/Internet
Client Results
I solve what keeps my clients up at night.
Chapter information
Membership
Connecticut Individual
Member since
Member for 8 years
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