Private Wealth Management
Retirement Plan Consulting
Institutional Portfolio Services
Investment Research Analyst & Portfolio Manager
Paul joined SFSI in 2016 as an Investment Research Analyst & Portfolio Manager. With more than 30 years of experience in the financial services and asset management industries, Paul has provided planning and investment advice for high net worth individuals and their families, and helped multi-million dollar money managers and institutional investors with their portfolio decisions. At SFSI, he is responsible for researching and analyzing securities, helping to develop and build custom portfolios for new clients. He works closely with the entire team to develop strategies and portfolio recommendations for both individual and corporate clients of the firm.
Paul was most recently a Regional Vice President for Fisher Investments. Other prior employers included Merrill Lynch, Cowen & Company, Piper Jaffray, RBC/Dain Rauscher Wessels, and Anchor Bank. Paul enjoys working with clients and reviewing their current investment strategy. His background and experience allows Paul to help clients understand the multitude of options currently available to them and discern which may be best for them, given their personal goals and objectives.
Paul was born and raised in the Chicago area where he received his MBA in finance from DePaul University Kellstadt Graduate School of Business in Chicago, Illinois, and received his BA in economics from Northwestern University in Evanston, Illinois. He was a four year starting pitcher for the Northwestern University baseball team competing in the Big Ten at the Division I level. Paul was a recent President of the Northwestern University Alumni Club of the Twin Cities.
He lives in Orono with his wife, their three boys, and Bailey (their golden retriever). He is an active volunteer for youth baseball and football programs as a coach and a baseball association board member.