Paul focuses on strategy development, market and economic analysis, investment selection, portfolio construction, and communicating our current strategy and investment philosophy to our nonprofit clients.
Prior to joining Raymond James in 2019, Paul had been a financial advisor with UBS since 2006. He began his career as a pit trader at the Minneapolis Grain Exchange, which led to a position as a grain trader with Hamburg, Germany-based trading house AC Toepfer. He also spent five years as director of research for the National Coalition for Advanced Manufacturing in Washington, D.C. He holds Series 7 and 66 licenses.
Paul graduated from the University of Minnesota in 1991 where he received a Bachelor of Arts in international relations. After moving to the Washington, D.C., area in 1999, he attended the Elliott School of International Affairs at George Washington University where he focused on international trade and finance.
Paul and his wife, Stephanie, have three children and live in Bethesda, Maryland. In his free time, Paul is an avid Crossfitter.