Son to Buc and Becky, brother to Brian, constant companion to nine-year-old beagle, Chase. Year-round resident of Charlotte, N.C., but can be found working part of the year in his birthplace of upstate New York.
The newest face on the Piedmont team, Paul embraces his multi-faceted role and daily interaction with our clients and primary investment partners (Blackrock, Putnam, iShares, and J.P. Morgan).
Time away from the office means Paul can be found on the golf course or soccer field, enjoying a craft brew at one of the many dog-friendly breweries in Charlotte, or honing his skills on the grill or smoker. Premier League Soccer captures his sporting interests – with Liverpool FC as his club of choice.
A Vanguard veteran, Paul diligently monitors what goes into client portfolios and is proud to fully embrace the financial fiduciary role. He believes in helping clients build wealth through a wealth of financial knowledge and his investment philosophy includes a commitment to investing in dividend paying and/or companies generating positive cashflow — not chasing high-flying investment fads.