Invest in Others Board Member
Joined September 2018
Managing Director, Head of Field Development & Productivity
UBS Wealth Management
Paul Santucci is a Managing Director and Head of Field Development & Productivity for Wealth Management USA.
In his current role, Paul is charged with harnessing the power of the global UBS franchise to drive organic growth among Wealth Management USA’s Financial Advisors, Field Leaders and Support Staff. To achieve this goal, he oversees the development and training for WM USA’s leadership, managers, financial advisors and support staff. In addition, he manages the National Sales and Sales Specialist structure for WMA USA. Paul is also responsible for experienced Financial Advisor acquisition and integration and helping Advisors deliver a holistic wealth management experience to clients—what we call “Advice. Beyond Investing.”
He is a member of Wealth Management USA’s Management, Operating and Investment committees.
Paul has over 30 years of experience in financial services. Prior to joining UBS, he spent more than two decades in the industry, including 12 years at Citigroup and predecessor firms, as a Financial Advisor, branch manager, complex director and regional director in New York and New Jersey. Paul began his career as a Financial Advisor at Kidder Peabody in 1984.
Community involvement/Board mandates
Paul serves on the Board of Trustees of his Alma Mater, Fairleigh Dickinson University, where he participates on the Finance Committee. He also serves on the Invest in Others Board of Directors, the Executive Board for Hermits of Bethlehem and is a Trustee for the Tri-County Scholarship Fund.