As an Executive Managing Director in Pathstone’s Washington, DC office, Paul is responsible for advising families on a variety of wealth management challenges, including investment management, trust and estate planning, income taxes, and family office management. Paul is an integral part of the family office team of professionals and coordinates overall wealth planning, investing, and reporting with clients’ attorneys, accountants, and other advisors. Additionally, he provides direction to Pathstone’s client advisors and team leaders. Paul assists in the research and analysis of technical issues in addition to working on internal business processes and corporate efficiency. He is also a Partner at the firm and a member of Pathstone’s Investment Committee.
Before joining Pathstone, Paul was a Managing Director and client relationship manager with Convergent Wealth Advisors. He and his team served over 30 families managing almost $2 billion of family assets. During his tenure at Convergent, Paul was a member of the Risk Management Oversight, Leadership, Executive, and Investment Committees.
Prior to joining Convergent Wealth Advisors in 2007, Paul spent over six years as the Chief Financial Officer and General Counsel for a DC based architectural firm where he was responsible for all financial and legal matters for the owner’s family office. In this position, Paul worked diligently to coordinate the overall financial, tax, and estate planning in a complex family office that included numerous separate investment entities and trusts.
Previously, Paul was the senior vice president of a national health care company where he was responsible for a division which had operations across the country and over $100 million in revenue. Before that, he spent over ten years in public accounting and was a senior manager at both KPMG and Ernst and Young.
Paul received his Bachelor of Business Administration from the College of William and Mary and graduated magna cum laude from the University of Baltimore Law School. He is a member of the American Bar Association and the Maryland State Bar Association. Paul also passed the CPA exam in 1981 and the Financial Industry Regulatory Authority Series (FINRA) 7, 63, and 65 exams.