Paul co-founded Pointe Capital with Charles in 2010 following tenures with UBS Financial Services and Morgan Stanley in New York City. Serving both institutional and individual clients, Paul developed a robust individual and high-net-worth practice centered on custom portfolio allocations designed to help investors manage risk to achieve their financial objectives.
A goalie for Colgate during his college years, Paul now channels his competitive energy into serving Pointe Capital clients. Paul’s contributions to portfolio construction and security selection benefit Pointe Capital clients by helping them to understand their risks and capture opportunity.
When not at work serving clients and collaborating with colleagues, Paul enjoys spending time with wife and daughter. Still competitive, he also enjoys hockey, golfing, amateur motorcycle racing and ambitious home improvement projects.
Paul has a B.S. from Colgate University.
