Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Paul is a Partner in the New York office and has more than ten years of experience in the industry specializing in company benefits, income tax, insurance, investments, retirement, and estate planning. Through our Executive Financial Counseling practice, he provides comprehensive financial planning services to corporate executives and individuals.
Prior to joining Cerity Partners, Paul served as a Vice President of Financial Counseling at The Ayco Company, a Goldman Sachs Company counseling individuals, and families and becoming their trusted advisor.
The tax benefits of gifting long-term appreciated stock to registered charities in a down market present an attractive strategy for donors.
Most people view HSAs as a tool for qualified medical expenditures. But sophisticated investors are increasingly using HSAs to maximize tax-advantages investment, retirement, and estate planning goals.
Executive Financial Counseling
Competing for top talent in a global marketplace requires giving the best candidates a compensation and benefit package that covers their needs and protects their family. Today that means offering financial planning and tax preparation services.
Partner & Market Leader
Partner & Practice Leader
Market Leader & Partner
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
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