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.
Paul earned his Bachelor of Science in Finance and Entrepreneurship from Syracuse University. He also earned a Master of Business Administration from Rutgers University and received his CFP® designation after completing the CFP Board program at NYU. He currently holds life, accident and health, and annuity licenses in New York and New Jersey.
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