Palm Beach Gardens, Florida, United States
Paul is a Managing Partner and Head of Sales for Third Seven Capital, a boutique investment bank specializing in alternative investments, leading “from the front” as a top producer for Third Seven. He is a trusted Senior Global Markets Executive with a history of success, building a profitable Capital Markets business. He is a seasoned professional and effective leader with a proven record of integrity and superior relationship building skills with over twenty-five years of strong internal/external sales, trading and capital raising experience. Paul enjoys working with high-net-worth individuals, family offices and investment managers, helping them to identify unique investment opportunities to compliment and diversify their existing portfolios. He is also a Senior Advisor for Renew Wealth Management based in West Palm Beach, working with individuals and families assisting them in the proper management and stewardship of their wealth, creating a long family legacy for generations. Prior to joining Third Seven and Renew Family Wealth, Paul spent close to 17 years with BNY Mellon in NY and was responsible for developing their Institutional Fixed-Income platform. He was selected to The Chairman’s Circle an award given to the Bank’s top producers. Paul began his career at Lehman Brothers in 1993 after being selected to participate in Lehman Brothers’ prestigious training program and working in their Institutional Fixed Income division. He graduated from the University of Scranton with a B.S. in Biology (Pre-Med) and holds the Series 7, 24, 63, 65 and FL Life 2-15 Life, Health and Variable Annuities licenses. He lives in Palm Beach Gardens, FL with his wife Kelly and three children.