Paul is a Senior Vice President and Private Wealth Advisor in Merrill Private Wealth Management. Paul and his partner Andy O'Brien deliver the firm's capabilities to highly successful individuals and family groups with significant wealth. With over 20 years of experience in investment management and financial services, Paul and his team provide a conduit to clients across all of the firm's businesses lines.Prior to joining the firm Paul was an Executive Director in the Private Bank at J.P. Morgan for over seven years and previously worked at both Deutsche Bank and Northern Trust where he was a Senior Banker working with Global Family Offices. Paul began his career at Donaldson, Lufkin & Jenrette in 1997 which later merged with Credit Suisse. During this timeframe Paul built a significant wealth management business.Originally from Del Mar and Rancho Santa Fe California, Paul served as an Executive in Residence for the Banking and Finance Industry at the UCLA Anderson School of Management from 2011 to 2017 which provided mentorship to UCLA MBA students. Paul holds a BA from UCLA and an MBA in Finance from the UCLA Anderson School of Management.Married with a son (15) and daughter (13), Paul lives in Manhattan Beach enjoys coaching softball, the outdoors including camping, fishing and skiing, competitive sailing, and traveling.