Vice President, Investments
Paul is a CERTIFIED FINANCIAL PLANNER (TM) and utilizes comprehensive financial plans as a roadmap to deliver actionable solutions to his clients.
Prior to joining Moors & Cabot in 2019, Paul spent six years with UBS Financial Services in Stamford and Westport, Connecticut. During his time at UBS, Paul guided individuals and families through a variety of financial areas including retirement planning, educational funding, adequacy of insurance, and liability management. In addition to the FINRA licenses, Paul holds the Life, Accident, and Health insurance licenses for Connecticut.
Prior to joining UBS, Paul spent eight years with WWE (World Wrestling Entertainment), a global media and entertainment company in several finance and accounting roles. During this time, Paul's responsibilities included the financial planning for several discrete profit centers and for all SEC financial reporting. Paul began his career with PricewaterhouseCoopers by providing business assurance services for sports, media, and entertainment clients.
Paul graduated from Villanova University with a BS in Accounting. In his free time, Paul enjoys attending sporting events, shooting pool in a weekly league, and working on projects around the house. Paul volunteers his time with the Kiwanis Club of Fairfield, a non-profit group aiming to improve the lives of children in the community.
Born and raised in Brooklyn, NY, Paul now resides with his wife, Kristin, and their dog, Sky, in Norwalk, CT.
Background and qualification information is available at FINRA's BrokerCheck website