Paul was named a Top 1200 Advisor in America (Barrons Magazine) 2017, 2018, 2019, Top Financial Advisor (Financial Times' 400 Top Financial Advisors) 2018 and Best-in-State Wealth Advisor (Forbes) 2018, 2019, 2020. Providing comprehensive advice on financial matters to high and ultra-high net worth families, Paul has worked with clients throughout the US and overseas at Morgan Stanley for 22 years. Paul focuses on a high level of pro-active communication and responsiveness for a small number of clients. Typical clients are current and former senior executives, entrepreneurs and owners of successful businesses. Areas of Focus: Family wealth strategies, financial planning, portfolio management, lending solutions, insurance, asset allocation, hedging, alternative investments, hedge funds, private real estate, private equity, managed futures, foreign exchange, separately managed accounts, unified managed accounts, equity compensation, deferred compensation, qualified plans, control and restricted stock transactions rule 144 trading and 10b5-1 Trading Plans. 