In his role as Co-Chief Investment Officer, Paul guides the long-term investment vision, philosophy and strategies for the firm’s clients. Paul has focused his career on working with high-net-worth individuals and multiple generations of families, and directly leads a number of our client engagements. He is also a member of the firm’s Management Committee and Board of Directors. Prior to joining WMS Partners, Paul was a Senior Portfolio Manager at Mercantile Investment and Wealth Management. Before that, Paul worked as a Vice President and Portfolio Manager at Bank of America's Private Bank and its predecessors. Paul is a Chartered Financial Analyst (CFA) charter holder and an active memb