Paul joined Sagemark Consulting in October 2001, after more than 11 years' experience in financial services. During his previous experience with Smith Barney and its predecessors, he focused primarily on investments and money management. He oversaw the management of more than $200 million in client assets, advising clients on specific investment product selection as well as overall asset allocation.
Paul earned his Masters in Business Administration from UC Berkeley’s Haas School of Business, with a concentration in finance. He also obtained his undergraduate degree from UC Berkeley in Political Economy of Industrial Societies.
Paul is a native Californian and is married with two children. When not working, he enjoys reading, the great California outdoors, skiing and distance running.