Paula Polito
Group Managing Director
Client Strategy Officer
Wealth Management Americas
UBS Financial Services Inc.
Paula is the Client Strategy Officer and a Group Managing Director of UBS Wealth Management Americas, and a member of the WMA Executive Committee. She joined the firm in 2009 as Chief Marketing Officer.
Currently, Paula is responsible for driving growth in WMA's Corporate Solutions and Retirement Services businesses, and broadening relationships with its corporate clients. She also oversees the Wealth Advice Center, which is the channel to emerging affluent clients. Additionally, she manages the development of a robust client and advisor strategy, as well as a strategy to attract the next generation segment. Paula also leads all aspects of WMA Marketing, including analytics and communications.
In her prior role as Chief Marketing Officer, Paula was instrumental in changing the culture at UBS to be more FA-centric and client-focused. She realigned the Marketing organization to directly support our Financial Advisors and established the WMA brand as an important solutions provider for clients. Additionally, she leveraged research and insights to inform our Marketing and WMA strategy and bring an increased emphasis on the Advisor and client perspective, helping strengthen WMA's focus on being relevant and driving our Advisors' differentiation in the marketplace.
Paula served as Senior Vice President and Head of Strategic Marketing and Brand Management at Merrill Lynch, and was a member of the Executive Committee for its Global Wealth Management business. Before joining Merrill Lynch in 2000, Paula served as Executive Vice President of Corporate and Retail Marketing at Fidelity Investments. Prior to Fidelity, she held various positions at Hill, Holliday, Connors, Cosmopulos, Inc., an advertising agency in Boston. Paula spent the first 10 years of her career as a journalist. From 1981 to 1991, she served as News Editor and Managing Editor for WBZ TV in Boston.
In 2015, Paula was named one of the "25 Most Powerful Women in Finance" by American Banker, received Business Marketing Association's Communicator of the Year award in 2002, and was named one of the “Top 100 Marketers” by Advertising Age in 2001. She is an annual keynote speaker at Barron's industry conferences, including Barron's Winner's Circle Top Women Financial Advisors and Barron's Institutional Consulting Summit. Additionally, Paula served on the board of Boston College, her alma mater, from 2003 to 2011. Currently, she is a trustee associate as well as a member of the Council for Women of Boston College. She also serves on The Women’s Health Leadership Council at Brigham and Women's Hospital in Boston.