Paul has been committed to providing adept, attentive service to his clients since joining REDW Wealth in 2008. His experience ranges from working with individual clients to large institutions. Paul acts as an investment consultant with nonprofits and with Native American tribes by providing investment management services, assistance with investment policies, asset allocation design, reviews of investment providers, and training on investments and fiduciary responsibilities.
In addition, Paul’s activities include research, investment analysis, portfolio management, providing client service, and conducting seminars. As a Principal and former Chief Investment Officer, Paul is a voting member of the REDW Wealth Investment Committee and helps lead the investment process.
Bachelor of Business Administration from the University of New Mexico’s Anderson School of Business, with a major in Financial Management and minor in Economics
PROFESSIONAL QUALIFICATIONS AND MEMBERSHIPS
Paul is a Chartered Financial Analyst® (CFA®) charter holder and member of the CFA Institute and the CFA Society of New Mexico, as well as a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He has also earned the Accredited Investment Fiduciary Analyst® (AIFA®) designation, awarded by Fi360, which signifies the ability to perform fiduciary assessments that measure how well investment fiduciaries are fulfilling their duties to a defined standard of care.
Paul’s community involvement ranges from supporting local organizations to serving as a board member for local nonprofits. Paul is a lifetime member of Leadership New Mexico and a graduate of the Leadership New Mexico Core Class of 2019. He is also a graduate of the Greater Albuquerque Chamber of Commerce’s Leadership Albuquerque Class of 2016. He served as Board Chair for the University of New Mexico Anderson School of Business Foundation and is a board member for the Greater Albuquerque Chamber of Commerce and the Full Life Foundation.