Exit Planning Summit speaker Sam Messina

Panelist

Sam Messina

Director of Business Development, Paramax Corp.

Sam brings over 30 years of wealth management and financial planning expertise to individuals and businesses.

Session: Case Study Panel
Session: Build Your Team of Trusted Advisors

About Sam

Prior to joining Paramax, Sam delivered more than three decades of outstanding wealth management and financial planning advice to individuals and businesses. He held various positions, including managing director at UBS Financial Services and president of McDonald Investments, a Keybank company. He also headed up Essex Capital Markets, which he sold to Keybank in 1998.

During his time as managing director at UBS, Sam was responsible for the NYS/Northern New England market, with more than $200 million in revenue and $30 billion in client assets. Sam was one of the pioneers in UBS’s business transition planning effort and helped negotiate the sale of McDonald to UBS in 2007, which proved to be the most successful acquisition and transition the industry had experienced to date. Sam also has ownership interests in a number of private companies in Upstate New York, which provides him with valuable insight into the goals, challenges, and opportunities faced by business owners today.

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