Paul is a Director and shareholder in Pathstone’s Philadelphia metro area office. He serves as the primary point of contact to several families, individuals, and endowments as an integral member of a broader service team. Paul regularly works with clients and their other advisors to create and implement customized financial plans and investment policies designed to meet their individual needs and wealth objectives. Before joining Pathstone, Paul worked for Veritable, LP in this capacity.

Paul earned his undergraduate degree in Business Administration, with a concentration in Finance, from Villanova University in 2000. He also received his MBA from Villanova University in 2005.

Outside of work, Paul enjoys being active and traveling with his wife for his two children’s soccer games and tournaments. He is an avid sports fan, passionate Villanova alumnus, and enjoys spending time with his family and two dogs.