As CIO of Archford, Paul is charged with putting his knowledge to work for clients and finding creative investment opportunities while also managing risk. Paul graduated from the University of Illinois with a Bachelor of Science degree in finance. He also earned his Master of Science in finance from St. Louis University. He also holds the Chartered Financial Analyst (CFA®).
Paul joined Archford after 9 years as a Senior Portfolio Manager at US Trust (Bank of America) constructing and managing client portfolios totaling over $900 million. During this time he also played a significant role in developing customized strategies and managing concentrated stock risk for his clients. Prior to US Trust, Paul spent 9 years at US Bank’s private wealth management group in similar capacity. Before his experience began as a high net worth portfolio manager, Paul had several diverse roles over 5 years including equity analysis at Edward Jones and investment analysis at Hedge Fund Research in Chicago.
Paul is married with two children. When he and is his wife are not busy coaching sports or shuttling kids between school and sporting events, he enjoys “competing” in BBQ cook-offs and might occasionally pick up his bass guitar.