Experience That inspires confidence
Paul D. Sapiro, CEPA
Paul Sapiro joined Hingham Street Partners in 2019. He brings with him over 25 years of experience in the financial services industry – Paul has worked as a financial advisor, portfolio manager, branch manager, financial analyst and business planner. At his core, though, Paul is an experienced and intellectual advisor who prides himself on developing deep relationships with his clients and leveraging resources to solve complex problems and provide straightforward yet elegant, holistic solutions.
The common thread throughout Paul's career at UBS, Merrill Lynch, Smith Barney and even the motion picture industry has been comprehensive analysis and financial planning. Paul's varied experience gives him a unique perspective and ability to relate to and help his clients whether they are C-suite executives, business owners, retirees or young families.
Paul earned a BS in Finance and an MBA with concentrations in Accounting and Marketing from the University of Connecticut. He lives in CT with his wife and enjoys skiing, hiking, history, platform tennis and spending time with his children, step children, and foster children.
He is a member of the Small Manufacturers Associate of Connecticut and The Exit Planning Exchange and holds the Certified Exit Planning (CEPA® ) designation.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President, Financial Advisor, Portfolio Manager |
Hartford, CT |
April 2012 - Present |
Morgan Stanley Smith Barney |
First Vice President, Financial Advisor, Portfolio Manager |
West Hartford, CT |
April 2001 - April 2012 |
Merrill Lynch |
Financial Advisor |
Litchfield, CT |
June 1996 - April 2001 |
Education
- University of Connecticut, BS-Finance, 1984
- University of Connecticut, MBA, 1989
Licenses
- Series 3, National Commodities Futures
- Series 7, General Securities Representative
- Series 8, General Sales Supervisor
- Series 66, Investment Advisor Representative & Uniform Securities State Agent
- Life and Health Insurance CT
Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI