Paul serves as senior vice president and senior portfolio advisor in Northern Trust’s Greater New York region, specializing in investments for individuals and families. Leveraging his background in investment management, financial planning, and trust services, Paul designs thoughtful strategies to build and preserve wealth, helping clients achieve a lifetime of personal, family, and philanthropic goals.
Prior to joining Northern Trust, Paul was managing director and portfolio manager at Fiduciary Trust, where he invested portfolios for multi-generational families. He served on multiple committees, including the Equity Strategy Committee, Core Equity team, Equity Income Style team, and the Financials, Consumer Discretionary, Industrials, and Technology sector teams.
Paul began his career as a consultant at FactSet Research Systems, where he provided financial data and portfolio analytics consulting to several hedge funds, mutual funds, and retirement plan sponsors.
Paul earned a bachelor’s degree in economics from Northwestern University and a certificate in financial planning from NYU School of Professional Studies. He is a Chartered Financial Analyst (CFA) charterholder, a Certified Financial Planner (CFP®), and a graduate of ABA National Trust School. Paul is a member of CFA Society New York and Financial Planning Association of Metro New York.
Paul lives on the Upper West Side with his wife and daughter. He currently serves on the Rising Leaders Council of New York Cares, the largest volunteer organization in New York City.