Paul joined First Republic from UBS in 2017. He has over two decades of experience assisting ultra-high net worth families grow and preserve wealth. As an investment manager, he specializes in providing creative, thoughtful, tax-sensitive investment solutions with special attention given to risk mitigation. His managed portfolios strategies are biased toward liquid investments and where appropriate, he uses equity options to exploit volatility, generate income and reduce risk. As a financial advisor, Paul is skilled at identifying and prioritizing planning issues and plays a key role in coordinating the delivery of holistic advice to clients in collaboration with their attorneys, accountants and family office personnel.
Prior to joining First Republic, Paul served as a Managing Director and Portfolio Manager with UBS. Paul earned a B.S. from the University of California, Los Angeles. and has previously held the prestigious Certified Investment Management Analyst, CIMA® designation from the Wharton School of Business at the University of Pennsylvania. His work in wealth management has led to be recognized as a Forbes Top Wealth Advisor in 2016 and a Forbes Best-In-State Wealth Advisor in 2019.1
Wealth Management Experience: Since 1998
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