With over 20 years spent in the financial services industry, Paul provides seasoned insight for senior corporate executives, venture capital firms and high-net-worth individuals and families for managing their wealth. He has expertise in comprehensive investment management, assisting clients in research and asset allocation, and takes a diligent approach when monitoring and re-balancing their portfolios.

Highly esteemed as a leader and advisor among his professional peers and in the New York community, Paul has been involved in and has made substantial contributions to several civic and philanthropic organizations.

Paul earned a bachelor’s degree in political science from Villanova University. When he’s not in the office, he and his wife, Amanda, enjoy volunteering and staying active in their community. Originally from Shamokin, Pennsylvania, Paul lives in Sherman, Connecticut with Amanda and their daughter, Anna Chase. In the summer, the family enjoys spending time in Maine.