Paul Hatch work email
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Paul Hatch personal email
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With 40 years of work experience in the investment and wealth management industry, I have founded and led two innovative and successful firms: Convergency Partners and Vestria Capital. As the CEO of Vestria Capital, I oversee the strategic vision, operations, and growth of the firm, which provides comprehensive and customized solutions for RIA’s. Previously, as the founding partner of Convergency Partners, I leveraged my expertise in investment strategy and solutions to create a unique platform that connects investors, advisors, and asset managers. Before becoming an entrepreneur, I held senior leadership roles at Citibank, UBS and Morgan Stanley, where I was responsible for developing and managing a wide range of investment products, services, and markets for the wealth management divisions. I also served on the board of directors of America's Warrior Project, a non-profit organization that supports veterans and their families. I have multiple FINRA registrations and a BS in General Engineering. I am passionate about delivering value, excellence, and innovation to my clients and partners, and I am always eager to learn and grow in my field. I bring a diverse and collaborative perspective to my work, and I strive to empower and inspire my team and the broader community.
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Founding Partner - CeoVestria FinancialDallas, Tx, Us -
Chief Executive OfficerMy Next StageDallas, Tx, Us -
Founding Partner - CeoVestria Capital Mar 2022 - Present -
Member Board Of DirectorsAmerica'S Warrior Project Jan 2014 - PresentAmerica's Warrior Project strives to be the leading community integration solution for communities seeking to serves Veteran's and their families. We do so by CONNECTING Veteran's and service providers be they private or public organizations. We ADVOCATE nationally for Warriors, their families and those who serve them. We EDUCATE Veteran's by getting to know them personally and utilizing our Industry standard software program WarriorServe. We COLLABORATE with communities to help provide guidance and consulting by working with Them and the broader Warrior community.
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Founding PartnerConvergency Partners Aug 2020 - May 2022Boston, Ma, Us -
Ubs Wma Northeast Divisional DirectorUbs Apr 2017 - Dec 2019Zurich, Ch -
Head Of Advice And Solutions, Wealth Management AmericasUbs May 2014 - Apr 2017Zurich, Ch
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Member Board Of DirectorsWheelhouse Analytics Sep 2013 - May 2014
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CeoKnuu Investment Solutions Apr 2013 - May 2014Founder and Owner of KNUU Investment solutions which consults with and acquires Asset Management firms. KNUU was founded to improve Investor outcomes by creating and delivering solutions through Advisors, which focus on cheap beta, intelligent alpha, and absolute return.
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Vice ChairmanMorgan Stanley Smith Barney Jun 2012 - Apr 2013New York, Ny, UsAdvised President and CEO on variety of strategic issues. Member of Morgan Stanley Wealth Management Operating Committee. -
Head, Investment Strategy And Client SolutionsMorgan Stanley Smith Barney Apr 2011 - Jun 2012New York, Ny, UsResponsible for all aspects of Investment Strategy, The Consulting Group ( our fee based Investment Management services), mutual Funds, UIT 's, ETF's, Closed End Funds, Life Insurance, Annuities, Alternative Investments, Retirement services and plans, Wealth Advisory ( our financial planning division), and Corporate Equity Services, distributed within Morgan Stanley Smith Barney. Member Morgan Stanley Management Committee and Member Morgan Stanley Wealth Management Operating Committee.
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Director Investment Strategy And SolutionsMorgan Stanley Smith Barney Jan 2010 - Apr 2011New York, Ny, Us
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Head Investment Products And MarketsMorgan Stanley Smith Barney Jun 2007 - Jun 2009New York, Ny, UsResponsible for all aspects of Capital Markets including, trading, sales and content of all transactional business conducted at MSSB. Also responsible for all marketing, compliance, training, product development and sales of all Investment business including the number one Fee Based business in the world, Mutual Funds, Annuities, Life Insurance, Uit's, Closed End Funds and Alternative Investments. Responsibilities also included oversight of the Investment Strategy group responsible for the Asset Allocation, Research, Due Diligence and product approval process at the Joint Venture.
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Director Investment Advisory ServicesSmith Barney 2003 - 2007New York, Ny, UsResponsible for all marketing, compliance, training, product development and sales of all Investment business including the number one Fee Based business in the world, Mutual Funds, Annuities, Life Insurance, Uit's, Closed End Funds and Alternative Investments. Responsibilities also included oversight of the Investment Strategy group responsible for the Asset Allocation, Research, Due Diligence and product approval process at the Joint Venture.
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Director National SalesSmith Barney Dec 2003 - Dec 2004New York, Ny, Us
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Deputy Director National SalesSmith Barney Aug 1997 - Dec 2003New York, Ny, Us
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Branch ManagerSmith Barney Jan 1992 - Aug 1997New York, Ny, UsBranch Manager at Mclean Va, Leesburg, VA and Southfield, MI.
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Financial ConsultuntE F Hutton 1984 - 1990
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Political Military Analyst, Jcs, J-5Us Navy Jan 1983 - Dec 1984Washington, Dc, Us -
Division Officer - Uss CoontzUs Navy Feb 1980 - Dec 1982Washington, Dc, Us
Paul Hatch Skills
Paul Hatch Education Details
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United States Naval AcademyGeneral Engineering And Political Science
Frequently Asked Questions about Paul Hatch
What company does Paul Hatch work for?
Paul Hatch works for Vestria Financial
What is Paul Hatch's role at the current company?
Paul Hatch's current role is Founding Partner - CEO.
What is Paul Hatch's email address?
Paul Hatch's email address is pa****@****ubs.com
What is Paul Hatch's direct phone number?
Paul Hatch's direct phone number is +121246*****
What schools did Paul Hatch attend?
Paul Hatch attended United States Naval Academy.
What skills is Paul Hatch known for?
Paul Hatch has skills like Alternative Investments, Investments, Wealth Management, Asset Allocation, Equities, Investment Strategies, Finance, Investment Management, Financial Advisory, Series 7, Retirement Planning, Financial Services.
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