Best Part of My Job
Paul joined Cornerstone in 2002. Paul is responsible for all aspects of traditional and non-traditional global equity analysis and risk management. Paul enjoys drawing insights from the best and brightest money managers in our industry and uncovering investment opportunities that produce more compelling financial results for our clients. Prior to joining Cornerstone Advisors, Paul worked as a Manager Research Associate on the Small Cap and Growth equity team at Frank Russell Company. Previously, Paul worked as a Performance Specialist at Russell/Mellon Analytical Service and at T. Rowe Price.
Three Words That Best Describe Me
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Curious
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Strategic
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Knowledgeable
Practice Emphasis
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Traditional and Non-Traditional global equity analysis and risk management
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Global equity manager research, asset class investigation and review
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Alternative equity manager research, asset class investigation and review
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Portfolio-level strategic asset allocation and risk analysis/management
Ongoing Results
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Researched, built and maintained all traditional equity portfolio strategies
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Researched, built and maintained all alternative equity and tax-loss harvesting strategies
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Built and designed the proprietary Portfolio Design Tool used in all Cornerstone client engagements
Education
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University of Scranton, BS in Finance
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Chartered Financial Analyst (CFA)
Professional and Community Activities
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Cornerstone Advisors Investment Policy Committee
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CFA Society of Seattle
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CFA Institute
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Shareholder of Cornerstone Advisors
Where To Find Paul When He Is Not At Work
Paul can be found hiking, learning photography, and playing the guitar.
Best Part of My Job