Group Managing Director
Client Strategy Officer
Wealth Management Americas
UBS Financial Services Inc.
Paula is the Client Strategy Officer and a Group Managing Director at UBS Wealth Management Americas (WMA), accountable for $160 billion in assets for the firm.
Paula is responsible for multiple areas of business, including WMA's Digital Strategy & Platforms, Strategic Marketing & Client Segments, and Corporate Solutions, which covers Retirement Plan Consulting, Equity Plan Advisory Services and Institutional Consulting. She plays a key role in setting WMA's strategic direction, meeting the evolving needs of individual and institutional clients, and driving a seamless digital experience. Paula also chairs the UBS Client Strategy Office Forum, dedicated to enhancing the client experience across UBS globally.
Previously, Paula served as Senior Vice President and Head of Strategic Marketing and Brand Management at Merrill Lynch, and was a member of the Global Wealth Management Executive Committee. Before Merrill, Paula served as Executive Vice President of Corporate and Retail Marketing at Fidelity Investments. Prior to Fidelity, she held various positions at advertising agency Hill, Holliday, Connors, Cosmopulos, Inc. Paula 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 served an eight-year term on the Board of Boston College, her alma mater, where she remains a Trustee Associate. Paula is a member of the Executive Board of the Wall Street Council, a network of financial professionals who support academic scholarships. Paula also sits on the board of Harvard Medical School's Division of Women’s Health at Brigham and Women’s Hospital.
In 2015, 2016 and 2017, Paula was named one of the "25 Most Powerful Women in Finance" by American Banker magazine. 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 frequent speaker at industry conferences, including the KPMG Women's Leadership Summit, Barron's Winner's Circle Top Women Financial Advisors and Barron's Institutional Consulting Summit.