Paul is a seasoned investment management professional with over 25 years of experience at top global institutions including State Street, John Hancock, and New York Life, as well as leading hedge funds such as SAC, Tisbury, and Ocean Road. He brings deep expertise in portfolio management, risk analysis, and client advisory, consistently delivering innovative strategies and measurable value to institutional and high-net-worth clients.

Leveraging his extensive buy-side background, Paul has recently advised several financial technology SaaS companies – Canalyst, VisibleAlpha, and InSync Analytics. His work has centered on designing and implementing data-driven workflow solutions tailored to the evolving needs of private equity, fixed income, and public equity professionals. With a unique blend of experience in both traditional finance and fintech, Paul bridges the gap between investors and emerging technologies to drive growth and efficiency.

Paul holds a degree in Finance from Bryant University. He is passionate about the intersection of technology and investment management and is a firm believer in continuous learning. Outside of work, he enjoys spending time with his family, golfing, skiing, biking, and relaxing by the beach.