Paul Ayala

Paul Ayala

Financial Advisor social-linkedin-outline

 

Passionate about advising clients, Paul brings a combined 14 years of banking and investment experience to Samalin Wealth. He comes to Samalin after 10 years with J.P. Morgan Chase with the desire to take on a fiduciary role with client assets.

 

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.

 

An Economics student at Columbia University, Paul enjoys traveling, practicing photography, doing any sport with “boarding” in it, and spending time with his wife, Grace.