Paul Schreder | Endowment and Nonprofits Financial Advisor Greenwood Village CO Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
Paul Schreder, CFA, CAIA

Paul Schreder, CFA, CAIA

Principal

  • Colorado Springs, CO
  • The Obstacle is the Way
  • Dignity, humility, and gratitude

Financial Advisors

Paul Schreder is an institutional advisor based in Denver, CO.

Paul joined CAPTRUST in 2021 from Ellwood Associates and serves as a principal and financial advisor. Paul relies on his extensive experience in the financial services industry when working alongside our clients. He specializes in family offices, endowments, foundations, health care systems, and corporate retirement plans. Paul aims to fuel growth through customized programs that are practical, research-grounded, and client-centric.

Paul joined Ellwood as part of the acquisition of Watershed Investment Consultants, Inc. Watershed was an investment consulting firm for which he was a managing director and senior consultant. Over the course of his career, Paul has worked as an investment portfolio analyst at Consolidated Investment Group and as an analyst at Falcon Investment Group. He holds a Bachelor of Science degree in finance from Colorado State University and a Master of Science degree in finance from the University of Denver.

 

 

Education

  • Bachelor of Science degree in finance from Colorado State University
  • Master of Science degree in finance from the University of Denver

Industry Designations

  • Chartered Financial Analyst
  • Chartered Alternative Investment Analyst

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2022 (CAPTRUST Greenwood Village)

Industry Involvement

  • CFA® Institute
  • CFA® Society of Colorado
  • Chartered Alternative Investment Analyst Association
View All News and Resources