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.
Northern California
Adrienne Conrad
Executive Assistant
Southern California
John Solik
Financial Advisor, Managing Director
Journey Strategic Wealth
Ryan Simpson
Investment Operations Manager
New York & New Jersey
Karen Samuels
Investment Operations Manager
Journey Strategic Wealth
Amanda Pasquale
Investment Operations Manager
Journey Strategic Wealth
Jason Sangekar CFA®
Managing Director, Capital Markets
Journey Strategic Wealth
Erin Moeller
Chief of Staff
Journey Strategic Wealth
Charles Britton
Strategic Partner & Advisor
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