Principal & Portfolio Manager, CAIA
Investment Review Committee
Paul has over 25 years of wealth management and portfolio management experience. Prior to joining Palisade, he spent 17 years at U.S. Trust Company as Senior Vice President and Portfolio Manager where he developed the Minnesota office’s Multi-Cap Core Equity strategy. From 1984 to 1992, Paul was a Market Strategist and Portfolio Manager at Piper Jaffray focusing on high net worth individual and institutional clients. In this role, he was the main media contact and his work was quoted numerous times in national media. Prior to Piper Jaffray, Paul was a Technical Analyst at Perkins Capital Management focusing on stock selection for individual clients. He received a B.S. from the Carlson School of Management at the University of Minnesota in Finance and Economics. Paul holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association.