Paul has over 39 years of experience in private
banking, investment management and financial
planning. He holds a BA in Economics from
Georgetown University and an MBA with a
concentration in marketing from Boston College.
Paul holds a ChFC® [Chartered Financial Consultant]
in addition to Series 7, 24 and 65 designations.
He is active on several non-profit boards such as the
Elms College, Glenmeadow Retirement Community,
Springfield Symphony Orchestra and Stanley Park of
Westfield, among others.