Paul is a Partner and Chief Wealth Officer at Transcend Capital Advisors. He has over 30 years of experience in the investments, wealth management and family office markets, as well as in philanthropic consulting. Prior to joining Transcend, Paul served as a Lead Relationship Executive in the multi-family office business of Geller & Co. where he was responsible for building meaningful relationships with clients and overseeing all aspects of their service delivery. He also led the national Family Office, Ultra-High-Net-Worth (UHNW), and Philanthropic management practice at Fiduciary Trust Company International as an Executive Vice President. In addition, Paul was the Regional Managing Director at Abbot Downing where he led all aspects of strategy execution for the region, including the design of outsourced CIO services for UHNW families, foundations, and endowments. Paul also served in various leadership roles at Bank of America, U.S. Trust, Merrill Lynch, and The Bank of New York.
Paul holds a Bachelor of Arts in History from Saint Lawrence University.
