Paul serves as a Lead Relationship Manager at Geller Advisors. Paul has over 16 years of experience advising family offices, institutions and investors. Paul currently specializes in portfolio constructions, asset allocation and wealth planning strategies, including estate planning and tax solutions.
Prior to joining Geller Advisors, Paul was a Director at KLS Professional Advisors. In his role, Paul advised high net worth clients on investment strategy, financial & wealth planning and estate planning matters. Paul was also the head of new investment sourcing and due diligence, ensuring him with the responsibility of economic and market research and manager selection.
Earlier in his career, Paul was a Senior Manager at Deloitte & Touche LLP. While at Deloitte, Paul advised institutions and investors on structured products, securitizations and fixed income. Paul’s primary focus was due diligence, underwriting and valuation.
Paul received a BA in Economics from Rutgers University and an MBA in Economics; Financial Instruments & Markets from The Stern School of Business at New York University. Paul is a member of the CFA Institute & CFA Society of New York.
Contact Paul at firstname.lastname@example.org