FINANCIAL ADVISOR PROFILE
OTHER FINANCIAL ADVISOR INFO
Paul has a passion for investments, spanning two decades, which he uses to help his clients understand the complex world of capital and investment markets, to sort through their financial options, and to make informed decisions.
Paul has developed a deep and broad knowledge of the financial services marketplace, from his experience in senior roles at top-tier financial services firms in the Northeast. He began his career in 1989 as an actuarial analyst and investment consultant at Mercer Investment Consulting and has held senior roles as an investment strategist, product manager, business development, and financial advisor.
Paul's thought leadership pieces have been published in the United States and abroad in industry publications, and he is a frequent contributor to the press and online. Paul has spoken at national conferences, workshops, and roundtables on cutting edge financial topics and investment strategy, such as managing portfolio volatility, asset allocation, and diversification.
Paul earned a dual MBA in finance and marketing strategy from Cornell’s Johnson Graduate School of Management and a dual BA from Yale University in mathematics and economics. Paul also has attended the AIMSE/Wharton Institute and is a past member of the Investment Management Consultant’s Association and the Academy of Financial Management.