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Paul Escobar Email & Phone Number

Senior Investment Consultant at Newport
Location: Orlando, Florida, United States 9 work roles 3 schools
2 work emails found @newportgroup.com 2 phones found area 407 and 844 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails · 2 phones

Work email p****@newportgroup.com
Direct phone (407) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Newport
Role
Senior Investment Consultant
Location
Orlando, Florida, United States
Company size
7 employees

Who is Paul Escobar? Overview

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Quick answer

Paul Escobar is listed as Senior Investment Consultant at Newport, a company with 7 employees, based in Orlando, Florida, United States. AeroLeads shows a work email signal at newportgroup.com, phone signal with area code 407, 844, and a matched LinkedIn profile for Paul Escobar.

Paul Escobar previously worked as Managing Partner, Founder at Somerset Financial Partners Llc and SSgA Insure-Vest(tm) at State Street. Paul Escobar holds Mba, Finance, Strategy, Marketing from Cornell Johnson Graduate School Of Management.

Company email context

Email format at Newport

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{first_initial}{last}@newportgroup.com
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AeroLeads found 2 current-domain work email signals for Paul Escobar. Compare company email patterns before reaching out.

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Profile bio

About Paul Escobar

I have a passion for investments and economics, and have been providing expert investment advice on retirement planning, plans, insurance and endowments for over three decades. I've had the good fortune to publish thought-provoking leadership pieces in industry publications and through contributions to the press in the United States and abroad. Some of these articles and ideas garnered enough attention that I've been a speaker at national conferences and round tables on cutting edge financial topics and investment strategy. For the past decade, I have been providing proactive investment and fiduciary consulting services to Newport's institutional clients, including financelial services, life and annuity, P&C and health care organizations for their general accounts, and non-qualified deferred compensation and ERISA-qualified retirement plans, 401k's, 403b's and endowments. In addition to investment strategy, asset allocation and manager selection and monitoring, I have been able to help clients with customized investment solutions through traditional and alternative investments for LDI strategies, COLI and ICOLI in private equity, private credit and other derivatives.Specialties: Insurance Asset Managment, Retirement Plans, NonQualified Plans, COLI, ICOLI, Investment Consulting, Asset-Liability Modeling, Income-for-Life, Investment Manager selection, variable annuities, fixed annuities, indexed annuities, life products, risk management, performance reporting, business trends, qualifying and closing leads, sales management, product pricing, HNW financial advisory, institutional investment consulting, fiduciary retirement benefits consulting, 404(c), 401(k), 457, 403(b), 409A plans. DC, DB, NQDC, NQ, AIF

Current workplace

Paul Escobar's current company

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Newport
Newport
Senior Investment Consultant
Orlando, FL, US
Website
newportgroup.com
Employees
7
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Company profile
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9 roles

Paul Escobar work experience

A career timeline built from the work history available for this profile.

Senior Investment Consultant

Newport

Orlando, FL, US

Senior Investment Consultant

Current
Newport

Dresher, PA, US

Paul has a passion for investments and has been providing expert investment advice on retirement planning, plans, insurance and endowments for three decades. Paul provides proactive investment and fiduciary consulting services to Newport Group Consulting's institutional clients, including financial services, life and annuity, P&C, and health care.

Jan 2013 - Present

Managing Partner, Founder

Somerset Financial Partners Llc

Working with executives to optimize their organization's retirement and benefits programs for themselves and their employees to meet their financial goals -- for retirement, estate planning, and business succession. Benefits and investment consulting for ERISA qualified and non-qualified retirement plans and benefits programs, including recordkeeping and.

Jan 2009 - Dec 2012

Ssga Insure-Vest(Tm)

State Street

Boston, Massachusetts, US

As Head of Business Development for Insure-Vest(tm), State Street Global Advisors' insurance asset management business, Paul created internal service alliances, developed new bundled products and designed and implemented global, multi-media and channel marketing and sales plans to provide (full) bundled investment solutions and services to insurers.

Nov 2007 - Jan 2009

Managing Director

Sapers & Wallack

Paul was Chief Investment Officer, portfolio manager, and financial advisor for a regional benefits consulting and investment management firm serving corporations, retirement plans, and private HNW clients in the Northeast. Our fiduciary advisory services included full review and compliance with the PPA and ERISA section 404(c) including fund oversight as.

Nov 2005 - Nov 2007

Sales And Client Service

Standish Mellon Asset Management

Boston, Massachusetts, US

SVP for sales, marketing, and client services to institutional insurance accounts for specialized insurance asset management. Paul cultivated personal relationships with senior corporate executives throughout the U.S. and Bermuda and provided consultative solutions. Generated over $1.5 million in annual new revenuesSuccessfully launched new credit-driven.

Nov 2003 - Nov 2005

National Director Product Development, Svp Sales

Columbia Management Group

Boston, Massachusetts, US

SVP, National Product Manager and handled Sales & Client Service to financial institutions at the Columbia Management Group, Paul was the product expert for asset management strategies; and specifically including mergers & acquisitions, product rationalization and investment team integration. Paul worked directly with the CIOs for different Lines of.

Nov 1998 - Nov 2003

Product Manager

Aetna Retirement Services

Product & Brand Manager for defined contribution products, including 401k, 403b, and 457 plans and COLI business. Instrumental in making process improvements to statements, illustrations, and proposals and working with "outside funds".

May 1997 - Nov 1998

Consultant

Mercer Investment Consulting

New York, NY, US

Performed full range of investment consulting to institutions including insurance and healthcare companies, NDT and electric utilities, and not-for-profit endowments.Services included asset allocation and asset liability studies and setting of investment policies and guidelines, investment manager search and selection, performance and risk calculations and.

May 1988 - Aug 1995
Team & coworkers

Colleagues at Newport

Other employees you can reach at newportgroup.com. View company contacts for 7 employees →

DA Dr. Aaron L. Cook, Crpc Dr. Aaron L. Cook, Crpc Colleague at Newport Greater Pittsburgh Region, United States View → CR Chad Robson Chad Robson Colleague at Newport Charlotte, North Carolina, United States, United States View → BL Bill Leach Bill Leach Colleague at Newport Folsom, California, United States, United States View → LS Layla Shirazi Castle Layla Shirazi Castle Colleague at Newport Concord, California, United States, United States View → SL Suzan Little Suzan Little Colleague at Newport Rancho Cordova, California, United States, United States View → JV Jon Vincent Jon Vincent Colleague at Newport Charlotte Metro, United States View → NH Nicki Hovanec Nicki Hovanec Colleague at Newport Deltona, Florida, United States, United States View → AH Ange Heliker Ange Heliker Colleague at Newport Charlotte, North Carolina, United States, United States View → JR Jillian Rizo Jillian Rizo Colleague at Newport Greater Sacramento, United States View → BD Barbara Decker Barbara Decker Colleague at Newport St Petersburg, Florida, United States, United States View →
3 education records

Paul Escobar education

Mba, Finance, Strategy, Marketing

Cornell Johnson Graduate School Of Management

Ba, Mathematics And Economics

Yale University

Ap (Sat-Ii) In Math 1&2, Chemistry, Calculus, Physics, French, Critical Thinking (Social Studies)

Somerset High
FAQ

Frequently asked questions about Paul Escobar

Quick answers generated from the profile data available on this page.

What company does Paul Escobar work for?

Paul Escobar works for Newport.

What is Paul Escobar's role at Newport?

Paul Escobar is listed as Senior Investment Consultant at Newport.

What is Paul Escobar's email address?

AeroLeads has found 2 work email signals at @newportgroup.com for Paul Escobar at Newport.

What is Paul Escobar's phone number?

AeroLeads has found 2 phone signal(s) with area code 407, 844 for Paul Escobar at Newport.

Where is Paul Escobar based?

Paul Escobar is based in Orlando, Florida, United States while working with Newport.

What companies has Paul Escobar worked for?

Paul Escobar has worked for Newport, Somerset Financial Partners Llc, State Street, Sapers & Wallack, and Standish Mellon Asset Management.

Who are Paul Escobar's colleagues at Newport?

Paul Escobar's colleagues at Newport include Dr. Aaron L. Cook, Crpc, Chad Robson, Bill Leach, Layla Shirazi Castle, and Suzan Little.

How can I contact Paul Escobar?

You can use AeroLeads to view verified contact signals for Paul Escobar at Newport, including work email, phone, and LinkedIn data when available.

What schools did Paul Escobar attend?

Paul Escobar holds Mba, Finance, Strategy, Marketing from Cornell Johnson Graduate School Of Management.

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