As Senior Vice President of Private Wealth Management, Paul supports business development across the Mid-Atlantic region, specializing in high-net-worth clients, foundations, and institutions.
Paul has over three decades of experience in the financial services industry. Prior to joining CWA in 2026, he spent more than six years as a Senior Investment Advisor at PNC, where he helped deliver investment advice to clients. He also spent over nineteen years with BNY Mellon Wealth Management, holding roles including Senior Director, Vice President, and Portfolio Manager. Earlier in his career, he was a Portfolio Manager at PNC.
Outside of work Paul enjoys experiencing the arts, travel and sports with his wife Nicole and children Alexander and Taylor. He and his family also tend to the needs of their Frenchie, Bentley.
You’ve gotten to know us—now, let’s get to know you. Tell us about yourself, and let’s discuss how we can meet your goals.
Want to speak with us now? Give us a call at (866) 601-3031.
