Group Managing Director
Global Client Strategy Officer
Global Wealth Management
UBS Financial Services Inc.
Paula is the Client Strategy Officer and a Group Managing Director at UBS Global Wealth Management (GWM).
Paula serves on the global Executive Committee that leads the GWM division of UBS AG, one of the world's largest wealth management firms with $2.4 trillion in client assets under management currently. In her role, she leads the development and implementation of client strategy for the purpose of growing the global business and delivering an exceptional client experience. Paula manages a strategy team across regions to leverage client analytics, insights and intelligence to anticipate emerging trends and identify business development opportunities. To deliver on GWM's growth potential, Paula also oversees the implementation of client research, industry-leading thought leadership, strategic marketing, and growth programs targeting key client segments.
In Paula's prior role as the Client Strategy Officer for UBS Wealth Management Americas, she was accountable for $160 billion in assets for the firm, leading the Corporate Solutions businesses including Retirement Plan Consulting and 401(k), Equity Plan Advisory Services, Institutional Consulting and the Wealth Advice Center, a call-center model to service emerging affluent clients.
Previously, Paula served as Senior VP and Head of Strategic Marketing and Brand Management at Merrill Lynch, and was a member of the Global Wealth Management Executive Committee. Before Merrill Lynch, Paula served as Executive VP of Corporate and Retail Marketing at Fidelity Investments. Prior to Fidelity, she held various positions at advertising agency Hill, Holliday, Connors, Cosmopulos, Inc. She spent the first 10 years of her career as a journalist, working as a Producer, News Editor and Managing Editor for WBZ TV in Boston.
Paula is a member of the board of directors of Oasis Petroleum Inc., an independent exploration and production company focused on the acquisition and development of unconventional oil and natural gas resources. She is a Trustee Associate at Boston College, her alma mater, where she previously served an 8-year term on the Board. Paula also sits on the board of Harvard Medical School's Division of Women’s Health at Brigham and Women’s Hospital and the Executive Board of the Wall Street Council, a network of financial professionals who support academic scholarships.
Known for her ability to think strategically over the long-term, her creativity and her communications experience, Paula has been recognized as one of the "25 Most Powerful Women in Finance" by American Banker for the past four years. She has received Business Marketing Association's Communicator of the Year award and was named among the “Top 100 Marketers” by Advertising Age. Paula is a sought after speaker and has presented at many industry conferences, including key Barron's events, the KPMG Women's Leadership Summit, and most notably, she was a keynote speaker at the 2018 Women in the World Summit.