Paul serves as Director, Senior Client Relationship Manager at Geller Advisors. Paul has over 16 years of experience advising family offices, institutions, and investors. Paul currently specializes in portfolio construction, 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 this role, Paul advised high-net-worth clients on investment strategy, financial and wealth planning, and estate planning matters. Paul was also the Head of New Investment Sourcing and Due Diligence, entrusting 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 Bachelor of Arts in Economics from Rutgers University and a Master of Business Administration in Economics; Financial Instruments & Markets from The Stern School of Business at New York University. Paul holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of New York.
Contact Paul at email@example.com