As a Senior Wealth Advisor, Paul has built his career at Clarfeld since joining the firm in 1999, upon graduating from the Stern School of Business at New York University.
Paul is a Certified Financial Planner® and provides comprehensive and personalized advice to high net worth individuals and families on all aspects of investment advisory and financial planning services.
Beyond client responsibilities, Paul is involved in numerous firm-related undertakings including internal technology initiatives, overall firm branding, and building sophisticated and highly customized financial models. Paul’s passion for reengineering complexity into clear and straightforward illustrations put him at the forefront of developing the firm’s digital legacy service. Overall, Paul thrives on being the go-to guy for anything new requiring technical and creative know-how.
Paul currently lives in Putnam County, with his wife and two children. In addition to spending quality time with his family, friends and two dogs, he enjoys going to Narragansett Beach and skiing in Massachusetts.