As a Research Analyst, Paul conducts due diligence on prospective managers and actively covers recommended and legacy strategies for the firm. Paul currently covers strategies in the International and Emerging Market Equity asset classes as well as those in Listed Real Assets.
Before Pathstone, Paul worked as a Manager Research Analyst at Meketa Investment Group, and prior as a Data Analyst at Putnam Investments. At Meketa, as a member of the public markets manager research team, he was responsible for coverage of US Equity strategies as well as selected legacy Listed Real Assets investments. His experience in the industry has provided him with valuable insight into how investment teams work together to build portfolios for clients of all types, starting with idea generation and working through to implementation and monitoring.
Paul graduated from Bentley University with a Bachelor’s Degree in Economics and Finance. He holds a Chartered Financial Analyst® designation and is a member of the CFA Society of Boston.