Our Team

Paul manages client relationships by helping individuals and families analyze and simplify all aspects of their financial situation. As Palisade’s Chief Investment Officer, Paul leads the firm’s investment strategy.

Prior to joining Palisade, Paul was a Senior Vice President and Portfolio Manager at US Trust Company. Earlier in his career, Paul was a Market Strategist, Portfolio Manager, and Research Analyst at Piper Jaffray and a Technical Analyst at Perkins Capital Management.

Paul holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association.

Paul earned a BS in Finance and Economics from the Carlson School of Management at the University of Minnesota.