Paul joined Truist Wealth in August of 2022 after nearly eight years serving his clients at the Private Bank at Wells Fargo. He manage portfolios for Institutional Clients and High-Net-Worth Families with extensive experience in philanthropic investment management, option strategies, alternative strategies, asset allocation, and portfolio construction. Prior his latest focus on Wealth, he spent most of prior twenty years in institutional money management, most recently managing investments in a small-cap growth fund. He have a passion for helping people, understanding markets, and enjoying the great outdoors.