In the role of Executive Director, Business Development, Paul is responsible for leading the overall direction of the Firm’s distribution strategy while over-seeing the Sales’ teams in their efforts to build collaborative partnerships with successful financial advisors. Paul has more than thirty-three years’ experience developing best practices with financial partners and specializes in building and motivating teams to help deliver successful outcomes to financial advisors and their clients.
Prior to joining the company, Paul spent twenty-seven years at Clark Capital where he served in roles ranging from Senior Investment Consultant to Executive Vice President of Strategic Planning. Paul earned a Bachelor of Arts degree from Villanova University and holds FINRA Series 7, 6, 63 & 65 licenses.
He resides in Bryn Mawr, Pennsylvania with his wife, dog and two cats. His two grown children reside in Philadelphia and Arlington, VA. When not working to improve the lives of financial advisors and their clients he enjoys traveling, exercising, all Philly sports and animal welfare.
