2 months ago
Leveling the Retirement Savings Playing Field
As the U.S. population becomes more diverse, providing benefits that...
Principal
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.
2 months ago
As the U.S. population becomes more diverse, providing benefits that...
2 years ago
With ERISA lawsuits alleging negligence and mismanagement on the rise,...
2 years ago
Firm Also Announces the Closing of Ellwood Associates, Surpassing 1,000...
2 years ago
Experts say elevating diversity and closing inclusivity gaps are an...