Managing Director
Market Director
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.
Managing Director
Market Director
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.
Managing Director–Wealth Management
Financial Advisor
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
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Managing Director–Wealth Management
Financial Advisor
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
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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