Paul McGloin is an independent consultant to the Alex. Brown – Raymond James on the subject of trust and estate planning. Paul has been consulting Alex. Brown clients for over 20 years, dating back to Alex. Brown’s merger with Bankers Trust company. He currently works at Cerity Partners as a Partner and their Chief Planning Officer.

Paul has 32 years of experience in helping families create and optimize their wealth planning structures. His experience extends beyond traditional trust and estate planning to areas such as asset protection planning, charitable and philanthropic structuring, and planning for international families and individuals.

Paul was formerly a managing director in Deutsche Bank’s Asset & Wealth Management division and that firm’s senior planning expert in the Americas. He is a graduate of Harvard Law School and practiced law in New York City for 12 years, representing both U.S. and international clients in their trust, estate and tax planning needs. Paul also has specialized expertise in the areas of planning for owners and executives of private companies prior to liquidity events, planning for hedge fund and private equity principals, and planning for international clients who are investing in U.S.-based assets.