As a member of UBS's Institutional Consulting, Paul provides comprehensive investment consulting services to ERISA plans. Currently, Paul advises over 40 ERISA plans covering $350 million in assets. Since 1993, Paul has been an active participant in the industry, including sitting on UBS's Institutional Consulting's and the Center for Due Diligence's Steering Committees, the American Society of Pension Professionals and Actuaries 401(k) Sales Summit Agenda Committee and has been featured in Plan Sponsor Magazine. Paul is married with three children.

• Attained the Accredited Investment Fiduciary (AIF) designation from the Katz School of Business and the Center for Fiduciary Studies
• Attained the Plan Sponsor Retirement Professional (PRP) from the Plan Sponsor Institute

• Bachelor of Science in Accounting - St. John Fisher College

• Series 7, General Securities Representative
• Series 8, General Securities Sales Supervisor
• Series 31, Managed Futures Representative
• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• Life, Accident and Health Insurance Licensed: NY, OR

• Coach - Greece Girls Youth Soccer
• Coach - Pop Warner Youth Football
• Classroom Volunteer - Junior Achievement

CA, DE, FL, IL, MA, MI, MO, NC, NJ, NY, OH, OR, PA, VT, WA, WI