As CIO of Equities, Paul develops, maintains and executes Prio Wealth’s disciplined investment strategy and research process for equities. He is also instrumental in the ongoing evaluation of the firm’s environment, social, and governance (ESG) strategy. He is a key member of Prio’s Investment Committee. Paul also meets regularly with Prio’s prospects and clients to offer additional insight into their portfolios and the market – his favorite part of his job.
Paul joined Prio Wealth in 2017, and has enjoyed working in the investment industry for the past 22 years. Prior to joining Prio Wealth, Paul was a Global Health Care Equity Analyst at GE Asset Management. He began his career as an Equity Associate at Fidelity Management & Research Company.
Paul graduated from the University of Utah with a Bachelor of Science in Economics and a Bachelor of Science in Speech Communication.
Paul’s free time is spent with his wife and two sons. His personal priorities include reading, walking his whippet, trying to keep up with his sons on the tennis court, and listening to music.