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). She leads 350 employees, accountable for $160 billion in assets for the firm.
Paula is responsible for six significant areas of business, including WMA's Corporate Solutions businesses, which cover Retirement Plan Consulting, Equity Plan Advisory Services, Institutional Consulting and the Wealth Advice Center for emerging affluent clients. She plays a key role in setting WMA's strategic direction and was instrumental in WMA's turnaround. Paula also chairs the UBS Client Strategy Office Forum, dedicated to enhancing the client experience across UBS globally.
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, 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. 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 8-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 and 2016, Paula was named one of the "25 Most Powerful Women in Finance" by American Banker. 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 Barron's Winner's Circle Top Women Financial Advisors and Barron's Institutional Consulting Summit.