Wealth Advisor, Senior Associate
Paul is a Wealth Advisor at MAI, based out of the Nashua, New Hampshire office. He joined the firm in 2017, bringing over 20 years of financial services experience to the team. Paul's responsibilities include partnering with clients seeking capital preservation with an income generation focus.
Prior to joining MAI, Paul was with Fidelity Investments where he was involved in various roles catering to individual investors including Stock and Option trading, Relationship Managing, and as a Portfolio Specialist. Most recently Paul worked on the management team at Fidelity's Sarasota, Florida branch office. While in Sarasota, Paul was responsible for all aspects of financial planning topics.
Paul earned his BS in Business Management focusing on Economics and Finance from Southern New Hampshire University.