Paul serves as the Head of Investment Operations at Geller. In this role, he is responsible for the development and fulfillment of Geller Advisors’ investment operations and performance reporting capabilities, employing best practice processes and technology to deliver an exceptional client experience and promote efficiency, accuracy, and scalability across the firm.
Paul has over 20 years of experience in wealth management. Immediately prior to joining Geller, Paul served as a Wealth Operations Strategist with F2 Strategy where he engaged with ultra-high-net-worth institutional investment advisors to develop and implement technology and process solutions. Prior to that, he was Senior Vice President and the Head of Performance Reporting and Analytics at First Republic Private Wealth Management where he was responsible for the concept, development, and fulfillment of client reporting capabilities including performance, financial and tax reporting, as well as charged with building the infrastructure required to support firm growth.
Paul also has experience in client service and compliance, serving as Managing Director and Head of Client Service, Operations and Compliance at Presidio Capital Advisors (now Alvarium Tiedemann) as well as Partner at Offit Capital Advisors. Paul also served as Vice President at Offit Hall Capital Management where he collaborated with wealth managers to build and maintain client investment portfolios.
Paul earned his Bachelor of Integral Liberal Arts from Saint Mary’s College of California. He has a Master of Business Administration from the Yale School of Management.