Paul joined Capital Analysts of New England in November of 2020 as Senior Director of Investments. Among his 25 years of experience, he has previously worked at TD Private Client Group and US Trust as a portfolio manager and has additional wealth management experience from various roles at Columbia Management and Fidelity Investments. Paul has earned his MBA from Babson and a bachelor’s degree in Finance from Villanova. In addition, Paul has earned the CFP® certification, CAIA designation, and the Series 7 and 66 registrations.
Paul works with our advisors to provide recommendations for portfolio allocations, account rebalancing and other portfolio adjustments and also provides investment research and analysis.  In addition, he maintains wholesaler relationships and organizes advisor meetings.
On a personal note, Paul lives with his wife Kristin and three sons in Wrentham, Massachusetts. He and his family are avid soccer and lacrosse fans and love to travel.