Partner

Paul Hatch

About Paul
Paul’s experience includes roles such as Vice Chairman for Morgan Stanley Global Wealth Management. At UBS, he was Group Managing Director, and Head of Investment Products and Services for the Americas.

Paul began his career as an officer in the US Navy, after having graduated from the US Naval Academy in Annapolis. He served aboard the USS Coontz for three years and spent the remainder of his time in the Navy as a Political Military analyst responsible for briefing the President, Vice President and various other senior legislators on the situation in the Middle East. Following his service, Paul joined EF Hutton as a financial advisor and began a 25+ year career at the firm that would morph to become Shearson Lehman Hutton, Smith Barney, and eventually Morgan Stanley Wealth Management. Along the way, Paul continued to rise through the organization, holding and mastering virtually every field management role and eventually becoming National Sales Manager. From there, Paul was made the Head of all Products and Services, which included the advisory industry’s leading platform. While in that capacity, Paul led the development of Smith Barney Advisor which raised over $20B in its first 18 months. He also negotiated the purchase of Legg Mason’s UMA business. A decade later that business annually delivers revenue more than five times the value of the purchase. Paul also launched the Greystone Consulting Group at Morgan Stanley, a widely recognized leader in Institutional Consulting.

In 2009, Paul was named the head of all Global Products for the newly formed Morgan Stanley Smith Barney Wealth Management. During this time, he was recognized as the Most Influential person in the Mutual Fund Industry by mfwire.com. After three years as head of Global Products, Paul took on the role of Vice Chairman for Morgan Stanley Global Wealth Management. Following his time at Morgan Stanley, Paul was appointed to the Board of Focus Financial, the leading provider of capital to the Independent Advisory business. Paul moved to UBS in 2014 where he was Group Managing Director, and head of Investment Products and Services for the Americas, including all products, programs, services, research and technology that Financial Advisors use with their clients, along with Wealth Management Capital Markets

Dave Schrohe
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Dave has amassed deep and broad wealth management industry experience in leadership roles at both RIAs and larger institutions, taking advantage of technology and innovation to improve everyone’s experience.
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Frank Porcelli
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Frank has had a distinguished career in asset management and wealth management. As Chairman of Blackrock’s US Wealth Advisory Business, Frank grew assets under management from $250B to $1T.
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Jeff Miller
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Jeff has had a dynamic career as an operator and growth driver across the financial services ecosystem, both domestically and internationally, and has had executive roles in Asset Management, Wealth Management, Consulting, and Fintech.
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