Paul brings more than 20 years of investments and capital markets experience to Forum. As Managing Director – Northeast Region, Paul is responsible for providing portfolio and investment management support for Forum’s fund strategies and products specifically in the Northeast territory.
Prior to joining Forum, Paul was Senior Vice President, Sales at First Portfolio Trust where he covered wires, independents, RIAs and banks with a focus on interval funds, alternatives, and structured investments. Before that, he held senior sales and leadership roles at Henderson Global Investors, Pioneer Investments, and John Hancock Funds.
Paul holds a Bachelor of Science degree in Finance from Providence College in Providence, Rhode Island. Outside of work he enjoys playing golf, spending time with his wife and three children, and is a huge New England Sports fan.
