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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Maxwell Bardeen

Managing Director

Market Director
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Max Bardeen is the Private Wealth Management (PWM) Market Head for the New England Region, and is responsible for facilitating and maintaining relationships with ultra-high net worth families and family offices within the area.

Max sits on the Board of Directors of the Big Sister Association of Boston, the Board of Directors of Horizons for Kids and the Board of Directors of the Francis Ward Paine Foundation. Max is also a Member of Corporation at the Perkins School for the Blind. He has served as Co-Chair of the Annual Fund for the Dedham Country Day School and for the Noble and Greenough School. Max and his wife, Beth, live in Dedham, MA and have two children.

Max is a graduate of the General Electric Experienced Management Development Course and completed the Darden School for Executive Education – Leadership and Management Program in 1998. He has been a member of the UBS Director’s Council, and was a 2002 recipient of UBS’s Ed Connolly Leadership award. Max is a graduate of Lafayette College in Easton, PA.
One Post Office Sq.
35th Floor
Boston, MA 02109

maxwell.bardeen@ubs.com

Maxwell Bardeen

One Post Office Sq.,Boston,MA,02109
James Hilton

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
James Hilton
Managing Director–Wealth Management

Financial Advisor

James “Jamie” Hilton, CEPA is a private wealth advisor in UBS’ Northeast Private Wealth Management market. He operates his own practice, The Hilton Group at UBS Financial Services.

He continues to be recognized with this prestigious industry achievement for his long-standing commitment to providing ultra-high net worth clients with the highest quality of service.

His mission is to help affluent investors make smart decisions with their money so they can spend more time doing what they love. He enjoys providing comprehensive advice and tailored solutions as a ‘personal CFO’ to a select number of successful families, entrepreneurs, private clients, foundations, and individuals regarding investment management, wealth preservation, tax efficiency, capital markets, charitable planning, intergenerational wealth transfer, and exit planning in his capacity as a Certified Exit Planning Advisor.

Prior to establishing The Hilton Group in 1991, Jamie worked on the floor of the COMEX, one of the world’s largest commodities exchanges in New York.

A life-long maritime enthusiast, Jamie races various classes of sailboats and yachts in regattas and competitions throughout the world. Being on the water teaches self-reliance, how to make decisions under difficult circumstances, and how to think on one’s feet which he considers to be great metaphors for life.

Experience

The Hilton Group at UBS Private Wealth Management, Managing Director, 2013-present
Morgan Stanley Wealth Management and predecessor firms, Senior Vice President, 1991 – 2013
Institutional Brokerage Corp., Floor Manager, COMEX, 1984 – 1991

Community Involvement

University of Rhode Island Sailing Advisory Council
International Yacht Restoration School of Technology and Trades
National Sailing Hall of Fame
- Barron's Top 1,000 Financial Advisors, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2016, 2017, 2021, 2022
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
130 Bellevue ave.
Newport, RI 02840

james.hilton@ubs.com

James Hilton

130 Bellevue ave.,Newport,RI,02840

Maxwell Bardeen

Managing Director

Market Director
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Max Bardeen is the Private Wealth Management (PWM) Market Head for the New England Region, and is responsible for facilitating and maintaining relationships with ultra-high net worth families and family offices within the area.

Max sits on the Board of Directors of the Big Sister Association of Boston, the Board of Directors of Horizons for Kids and the Board of Directors of the Francis Ward Paine Foundation. Max is also a Member of Corporation at the Perkins School for the Blind. He has served as Co-Chair of the Annual Fund for the Dedham Country Day School and for the Noble and Greenough School. Max and his wife, Beth, live in Dedham, MA and have two children.

Max is a graduate of the General Electric Experienced Management Development Course and completed the Darden School for Executive Education – Leadership and Management Program in 1998. He has been a member of the UBS Director’s Council, and was a 2002 recipient of UBS’s Ed Connolly Leadership award. Max is a graduate of Lafayette College in Easton, PA.
One Post Office Sq.
35th Floor
Boston, MA 02109

maxwell.bardeen@ubs.com

Maxwell Bardeen

One Post Office Sq.,Boston,MA,02109
James Hilton

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
James Hilton
Managing Director–Wealth Management

Financial Advisor

James “Jamie” Hilton, CEPA is a private wealth advisor in UBS’ Northeast Private Wealth Management market. He operates his own practice, The Hilton Group at UBS Financial Services.

He continues to be recognized with this prestigious industry achievement for his long-standing commitment to providing ultra-high net worth clients with the highest quality of service.

His mission is to help affluent investors make smart decisions with their money so they can spend more time doing what they love. He enjoys providing comprehensive advice and tailored solutions as a ‘personal CFO’ to a select number of successful families, entrepreneurs, private clients, foundations, and individuals regarding investment management, wealth preservation, tax efficiency, capital markets, charitable planning, intergenerational wealth transfer, and exit planning in his capacity as a Certified Exit Planning Advisor.

Prior to establishing The Hilton Group in 1991, Jamie worked on the floor of the COMEX, one of the world’s largest commodities exchanges in New York.

A life-long maritime enthusiast, Jamie races various classes of sailboats and yachts in regattas and competitions throughout the world. Being on the water teaches self-reliance, how to make decisions under difficult circumstances, and how to think on one’s feet which he considers to be great metaphors for life.

Experience

The Hilton Group at UBS Private Wealth Management, Managing Director, 2013-present
Morgan Stanley Wealth Management and predecessor firms, Senior Vice President, 1991 – 2013
Institutional Brokerage Corp., Floor Manager, COMEX, 1984 – 1991

Community Involvement

University of Rhode Island Sailing Advisory Council
International Yacht Restoration School of Technology and Trades
National Sailing Hall of Fame
- Barron's Top 1,000 Financial Advisors, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2016, 2017, 2021, 2022
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
130 Bellevue ave.
Newport, RI 02840

james.hilton@ubs.com

James Hilton

130 Bellevue ave.,Newport,RI,02840

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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Global access of Private Wealth Management

Pursuing your goals together

Maxwell Bardeen

James Hilton

Maxwell Bardeen

James Hilton

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Education

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