
Paul Morelli
Managing Parnter
Vernal Point Advisors
United States, California, San Francisco
About Me
Paul Morelli is the Managing Partner of Vernal Point Advisors and founded the firm in 2012. In his role he leads the design of customized family offices for clients and is involved in the design and integration of their tax and investment strategies. He is also a standing member of the investment committee. Since founding Vernal Point, Paul has advised on over $12 billion of family wealth. Paul previously established and managed a single-family office in San Francisco, worked as an advisor at a bicoastal multi-family office, and worked as a management consultant. He is a Certified Financial Planner, Chartered Alternative Investment Analyst and a Chartered Financial Analyst. He received his B
Profile Information
Managing Parnter
Vernal Point Advisors
Investment Team,Operations Team
Investor
Multi-Family Office
San Francisco
California
United States
May 15, 2024
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