Paul is an Institutional Reporting Analyst at LVW. In this role, he supports the firm’s institutional clients working with senior consultants to provide detailed reporting and custom analytical tools that assist clients in the monitoring and managing of their portfolios. In addition, Paul supports LVW’s manager research process and coverage.
Prior to joining LVW Advisors, Paul worked at Prime Buchholz and Associates, a Portsmouth, New Hampshire-based institutional financial consulting firm. There he worked on a team providing clients with day-to-day support, analysis and reporting.
Paul graduated from the State University of New York at Binghamton with a Bachelor of Science degree in financial economics. Paul is a CFA charterholder and a member of the Rochester CFA Society.
A Native of Syracuse, NY, Paul enjoys being outdoors, playing and watching sports, traveling, and spending time with his wife and their family and friends.