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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.

CAPTRUST welcomed Paul to our team in 2021. He joined us from Ellwood Associates—a comprehensive financial services firm—where he served as a senior consultant. In this role, Paul led the firm’s family office practice area. He was responsible for implementing best practices for family office and high-net-worth clients.

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 earned a Bachelor of Science degree in finance from Colorado State University and a Master of Science degree in finance from the University of Denver.

At CAPTRUST, 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.

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

Industry Involvement

  • CFA® Institute
  • CFA® Society of Colorado
  • Chartered Alternative Investment Analyst Association
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