As a Director in the Private Client Group, Paul provides holistic financial advice tailored to the complexities of multi-generational wealth. He specializes in asset allocation and portfolio construction, helping families build customized investment strategies that align with their long-term values and objectives.
Drawing on an early career in investment management, he is driven by partnering closely with clients to reinforce confidence in their investment strategies, particularly during periods of market volatility.
Experience
10+ years experience in wealth and investment management
Pathstone (Multi-Family Office) – Lead analyst on international and emerging market equity, midstream energy, and public real assets
Meketa Investment Group – Lead analyst on U.S. equity strategies; supported client service and built custom portfolios
Education & Credentials
B.S. in Economics and Finance, Bentley University
Chartered Financial Analyst (CFA)
Beyond SCS
Paul lives with his wife and son and enjoys traveling, spending time at the lake, and is an avid sport fan.
Latest Insights
Starting College on the Right Foot: Helping Your Student Build Financial Independence