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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
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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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