Client Advisory


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.


  • B.S. in Finance and Entrepreneurship from Syracuse University
  • MBA from Rutgers University


  • Currently holds life, accident and health, and annuity licenses in New York and New Jersey

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