Meet Paul
Paul is a Managing Partner based in New York, New York. He joined Mercer Advisors in 2024, after serving as a Managing Director at Geller Advisors for six years. He previously held the title of Director at KLS Financial and Sr. Manager at Deloitte and Touche. Paul earned an MBA degree with a focus on financial instruments and markets from the Stern School of Business at New York University and a B.A. degree in economics from Rutgers University. He is a Chartered Financial Analyst ® professional. Paul was inspired to pursue a career in the financial industry after watching family members struggle to make sound financial decisions without professional guidance.
Paul’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Paul has focused experience in these areas:
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Multi-generational planning that aligns with your values and minimizes tax impact
- For business owners, advice on selling your business to help maximize value — and plan what comes next
- Family businesses navigating succession, liquidity, and legacy goals
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
His working style
Paul is known for partnering with families who have complex financial situations and turning complicated information into easily understood, actionable advice. He values building long-term relationships with the families he serves and takes pride in helping families gain more clarity around their financial decisions.
Paul in real life
Why do you like working at Mercer Advisors?
Mercer Advisors strives to keep its promises to clients. Being at a firm that is focused on clients first is incredibly rewarding. Knowing that I am empowered to do the right thing in every situation is a rare gift.
What keeps you busy outside of work?
I enjoy spending my time with my wife, our daughters, and our friends. We enjoy exploring new places, boating, skiing, and relaxing on the beach. In quieter moments, I love to cook, read, and build the finest pillow forts in the Northeast with my girls.
How do you give back?
As someone who came from a modest start, ending food insecurity is a passion of mine. My family supports several organizations dedicated to this cause, most notably the Community FoodBank of New Jersey and Feeding America.
Meet Paul’s Teammates
Tess Bradshaw
Associate Wealth Advisor
What Paul Says
Tess is the wizard behind the curtain. She helps ensure that our clients receive white-glove service and invaluable insights while her dedication helps push action items over the finish line.
Amanda Caster
Manager, Sr. Financial Planner
What Paul Says
Amanda makes client strategy come alive. She finds ways to turn the big picture into action and can make complex concepts seem straightforward. Our clients value and trust her.
Andrew Glick
Client Service Specialist
What Paul Says
Andrew knows how to make our clients feel valued while helping ensure their financial decisions are thoughtfully executed behind the scenes. I admire how dedicated he is to the well-being of our clients.
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