Paul Sapiro of UBS is a member of XPX Hartford

Paul Sapiro

Senior Vice President - Wealth Management

UBS

Hartford, Connecticut

Professional Profile

Call Me When

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

Contact Method

phone or email

Profession

  • Wealth Manager
  • Professional Certifications

    Certified Exit Planning Advisor, MBA

    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
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Business Services
  • Consumer Services
  • Financial Services
  • Software/Internet
  • Client Results

    I solve what keeps my clients up at night.

    Membership

    Connecticut - Hartford

    Member Since

    Member for 4 Years

    Sponsorship Type

    Inaugural

    Chapter Leadership Role

    Why I'm a Member of XPX