Paul was a certified financial planner and franchise advisor with Amerirprise for 23 years.
Over the past 15 years Paul has become a nationally recognized expert on sustainable investing. He has established a wide-ranging and deep network within the sustainable investment community, and is regularly called upon to provide the financial advisor’s perspective on investor relations. He communicates with the CEOs and senior analysts of the largest sustainable investment firms, ensuring that his knowledge of the industry is both current and personal.
Paul is currently partnering with Gitterman Wealth Management in New York to offer SMART Portfolios educational events, investment strategies and consulting services for RIAs and financial advisors.
As a featured columnist for Financial Advisor Magazine (fa-mag.com), Paul writes about issues relevant to advisors who want to understand the impact of sustainable investing on the finance industry and their advisory practices. His interviews with Impact Investing thought leaders include the head of Impact Investing for Morgan Stanley, the managing director of the Impact Investing platform at US Trust, the ESG product manager for Bloomberg, and the head of Sustainability Research at Morningstar.
In May 2016, Paul moderated an Impact investing panel at Invest In Women, the leading national forum for women financial advisors and female clients, featuring keynote speaker Laura Bush. In 2017, Paul will moderate or join Sustainable Investing panels at Morningstar’s Annual Conference in Chicago, FA Magazine’s Invest In Women Conference in Dallas, the Sustainable Investment Symposiums in Seattle and Portland, and the SMART Portfolios Annual Conference in New York.
Paul has been interviewed by the Wall Street Journal and has presented the marketing segment for the live instruction course, Fundamentals of Sustainable and Responsible Investment, given by US SIF, the Forum for Sustainable and Responsible Investment. He consulted with US SIF in 2015 in an extensive process to assess the market demand for an industry certification for SRI/ESG professionals. Paul was interviewed in an SRI-CONNECT Meet interview in 2015, and a full-length profile of him was featured in UNUM/Calvert Group Annual Report of 2008.
Paul has a JD degree from Tulane Law School and a BA from Tulane University, and has been inducted into the Tulane Hall of Fame for his football career at Tulane. Paul lives in Beacon, NY, an historic town on the banks of the Hudson River, where he is on the Board of Common Ground Farm and volunteers with the Beacon Institute for Rivers and Estuaries, a nonprofit research institution.