WMA Chief Strategy Officer Paula Polito speaking at 2017 KPMG Women’s Leadership Summit

Key takeaways

  • On June 28, Paula Polito, Client Strategy Officer of UBS Wealth Management Americas, joined distinguished female politicians, businesswomen and athletes at the KPMG Women’s Leadership Summit.
  • The Summit aims to inspire the women leaders of tomorrow by bringing them together with the topmost women leaders of today. This year's keynote speakers included Lynne Doughtie, KPMG US Chairman and CEO, Condoleezza Rice, 66th US Secretary of State, and Ginni Rometty, IBM Chairman, President and CEO.
  • In her talk, Paula emphasized that leaders need to put clients first. "It’s best to remember to think about what the client wants, and what is at the forefront of our clients' mindset."
  • What's at the forefront of your mind? Connect with your UBS Financial Advisor or find one.

UBS is committed to empowering and developing women, and to helping our female clients make financial decisions with confidence. As part of that effort, Paula Polito, Client Strategy Officer of UBS Wealth Management Americas, recently participated in the annual KPMG Women's Leadership Summit. The Summit is designed to promote women's professional development by bringing together the women leaders of tomorrow with top women leaders of today.

Paula shared her insights on a panel called "C-Suite Vision," where she talked about her professional journey and how others can forge a path to the top. "You have to look at your clients, or you can’t be successful. You have to be cognizant of them, first and foremost.”

Paula noted that financial firms need to provide holistic financial planning, so clients can understand their liquidity needs, how to make their money last throughout a long life, and how to build a legacy.

The Summit aims to inspire the women leaders of tomorrow by bringing them together with the topmost women leaders of today. Many rising leaders from UBS have been invited to attend the Summit and hear from executives across multiple industries.

The annual event was held in conjunction with the KPMG Women’s PGA Championship, a major golf tournament, and will be held on-site at Olympia Fields during Championship week.

Is your portfolio prepared for a transforming world? Together we can find an answer. Connect with your UBS Financial Advisor or find one.