investments@journeysw.com 
Bio
Paul began his career in wealth management as an investment research and portfolio analyst, where he provided investment management services for high-net-worth individuals. His role focused on crafting tailored investment strategies and conducting in-depth market analysis to meet client goals.
He earned a bachelor’s degree in business administration with a minor in Anthropology from Skidmore College. Paul is also a CFA Level 3 candidate, with plans to earn his charter soon as he advances in his professional journey.
Outside of his work, Paul is actively involved in his community, serving on the Junior Board of ExpandED Schools, an organization supporting over 900 afterschool programs across New York City. These programs partner with public schools to provide enriching learning opportunities for students. In his personal time, Paul enjoys golfing and spending quality moments with his family and friends.
Journey Strategic Wealth
Beth Brigadier
Director of Advisor Services
Journey Strategic Wealth
Paul Vella
Investment Analyst
Colorado
Jill Isbell, CFP® CFP®
Senior Financial Planner
Colorado
Yenni Cheshire, FPQP®
Client Services Associate
New York & New Jersey
Zach Mohr
Advisor
Seattle
John Mortola
Financial Consultant
Florida
Ted Albrecht CFP
Financial Advisor
Florida
Sheila Meneses
Client Services Manager
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