Managing Director–Wealth Management
Financial Advisor
James Hilton
Managing Director–Wealth Management
Private Wealth Advisor
James “Jamie” Hilton, CEPA is a Private Wealth Advisor in the Private Wealth Division at UBS located in Newport RI UBS’ Northeast Private Wealth Management market. and is the founder of The Hilton Group.
He has a 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 provides comprehensive advice and tailored solutions to a select number of successful families, entrepreneurs, private clients, foundations, and individuals regarding investment management, wealth preservation, capital markets, charitable planning, intergenerational wealth transfer, and exit planning strategies.
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 Financial Services Inc, Managing Director- Wealth Management, Private Wealth Advisor 2013-present
Morgan Stanley, 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
Private Wealth Advisor
James “Jamie” Hilton, CEPA is a Private Wealth Advisor in the Private Wealth Division at UBS located in Newport RI UBS’ Northeast Private Wealth Management market. and is the founder of The Hilton Group.
He has a 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 provides comprehensive advice and tailored solutions to a select number of successful families, entrepreneurs, private clients, foundations, and individuals regarding investment management, wealth preservation, capital markets, charitable planning, intergenerational wealth transfer, and exit planning strategies.
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 Financial Services Inc, Managing Director- Wealth Management, Private Wealth Advisor 2013-present
Morgan Stanley, 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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