With over 25 years of experience, Paul has dedicated his career to helping clients achieve their financial goals. As Principal, he provides comprehensive investment consulting and wealth advisory services to affluent individuals, particularly business owners and their families. Paul also brings extensive expertise in institutional consulting, advising endowments, foundations, and pension plans. As a Certified Exit Planning Advisor® (CEPA®), Paul enjoys working with business owners and their families to help them integrate holistic wealth strategy and prepare their business for a successful exit.
Before joining NewEdge in 2024, Paul held several leadership roles, including Executive Director, Private Wealth Advisor, and Senior Institutional Consultant for the Emrick Group at Morgan Stanley Private Wealth, and Executive Director at J.P. Morgan Private Bank, where he led an integrated team advising high net worth clients. As Managing Partner and Chief Investment Officer at MFP Strategies, Paul spearheaded the firm’s growth from less than $50 million to over $1 billion in assets under management, earning recognition as one of the nation’s top independent RIAs. Prior to his financial services career, Paul served as a field artillery officer in the United States Army, commissioned through the Army ROTC program at West Chester University.
A 1988 graduate of West Chester University with a Bachelor of Science in Economics and a minor in Accounting, Paul is an Accredited Investment Fiduciary® (AIF®), a CERTIFIED FINANCIAL PLANNER™ (CFP®), and a Certified Investment Management Analyst (CIMA®).
Paul serves on the Board of Trustees and is Chairman of the Endowment and Pension Investment Committee at Good Shepherd Rehabilitation Network and previously served on the Board of Trustees and Investment Committee of the West Chester University Foundation. He resides in Allentown, PA, with his wife, Lisa.
Honors & Accolades*
Forbes Best-in-State Wealth Management Teams: 2024
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*Forbes/Shook Best-in-State Wealth Management Teams ranking awarded in January 2024 based on March 31 data of the previous year. Neither Forbes nor SHOOK Research receive compensation in exchange for these rankings.