Passionate about advising clients, Paul brings a combined 14 years of banking and investment experience to Samalin Wealth. He joins Samalin Wealth to pursue a fiduciary role as a financial advisor.
Previously, Paul was promoted into various roles at J.P. Morgan, including Client Associate in J.P. Morgan’s ultra-high-net-worth Private Bank and VP – Private Client Advisor in the Chase branch network. At the Private Bank, he assisted in managing investable assets starting at $25mm specifically for hedge fund managers and J.P. Morgan’s senior executives. As Private Client Advisor, VP – Investments, Paul drew on his Private Bank experience to build customized investment portfolios, retirement plans, tax-advantaged portfolios, and meaningful relationships with his clients and their families.
A Columbia University economics scholar, Paul enjoys traveling, golf, doing any sport with “boarding” in it, and spending time with his wife, Grace, and Cavapoo pup, Guinness.