Paul’s parents raised their two sons with absolute freedom to explore their various interests. It’s no surprise then that during high school and college, Paul played the guitar in a band and helped start a distribution business for the band’s records while earning a BS in finance from Boston College. Later, Paul earned his MBA from the One-Year MBA program at Babson College.
In a career spanning over thirty years, Paul has seen different facets of the financial industry. He started his career with financial planning at Cornerstone Financial Group. He then oversaw a variety of distribution channels for Sun Life Financial, where he became the firm’s youngest U.S. based vice president. Paul held senior distribution positions with firms like Travelers/MetLife, John Hancock, and AIG. For the last 12 years Paul has been a vice president at Highland Capital Brokerage, providing insurance planning, estate planning, executive benefits planning, and business succession planning advice to major clients of broker-dealers, RIAs, property & casualty agencies, and banks.
Paul joined Heritage in 2017 as a wealth manager. He wishes to build life-long relationships with clients and help them achieve their financial goals through comprehensive financial planning and a disciplined investment approach. He is a member of the Boston Estate Planning Council and has served on its Membership Committee for three years.
Paul and his wife, Rachel, have two children who have followed in his footsteps to study at Boston College and Milton Academy respectively. Paul and Rachel have travelled across North America, Central America, the Caribbean, and Europe. Bermuda remains their favorite spot to visit, especially with their college friends.