Paul has designed financial plans for clients for more than twenty years. His practice focuses on asset allocation, risk management, manager selection and financial planning. His clients include significant families, companies and family offices.

Paul has earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests.

Prior to Alex. Brown, Paul spent 8 years at JP Morgan Private Bank as an Executive Director working with clients across all aspects of their financial lives. Before JP Morgan, Paul was a Senior Vice President at Atlantic Trust. There he held dual roles of both advising clients and conducting due-diligence on investment managers. At the firm, he was also a voting member of the Asset Allocation Committee.

In 2009, Paul was a founding member of the Chartered Alternative Investment Analyst Boston Chapter. He received his BA from Boston College and his MBA in finance from The Carroll School of Management.

Community has always been a priority. He has been an active volunteer for Habitat for Humanity. Paul was one of only two town residents to be appointed members of the Belmont Financial Task Force. He has served on the Warrant Committee for Belmont as well. He and his wife Alina live in Belmont with their son and daughter. They are members and volunteers of Beth El Temple Center. In time away from the office, they can be found most often in Waterville Valley on the ski slopes and hiking trails.