Paul joined CORE Wealth Advisors, Inc. in 2015 and has been in the wealth management business since 2008. He currently serves as the firm’s Chief Compliance Officer and Director of Investments serving as the lead contributing member of the firm’s Investment Committee. Paul guides the firm’s portfolio research and analytic efforts. He performs qualitative and quantitative research on relevant markets and develops comprehensive portfolio strategies. His analytical research team leads the firm’s asset allocation modeling and portfolio management capabilities. Conjointly, in his role as Chief Compliance Officer, Paul’s responsibilities include developing, implementing, disseminating, and analyzi