Paul is a market leader for New York, a senior director, and a senior wealth advisor in the Regis Group at Mercer Advisors, where he works with advisors and subject matter experts to assist families with simplifying their financial lives and making informed decisions.
Before joining Mercer Advisors, Paul was a managing director at Geller Advisors where he advised ultra-high-net worth families on comprehensive financial planning including income tax planning, estate planning, legacy and philanthropic considerations, portfolio construction, and private markets investments. He was previously a director at KLS Financial Advisors and a senior manager at Deloitte & Touche.
Paul earned a B.A. in economics from Rutgers University and an MBA with a focus on financial instruments and markets from the Stern School of Business at New Yo
New York
767 Third Avenue 37th Floor New York, New York 10017