Paul Schreder, Cfa, Caia Email & Phone Number

I take great satisfaction in partnering with our clients to strategize and achieve their investment objectives and am deeply curious about the dynamic nature of economic and market environments. I’ve spent my entire career, over the course of more than twenty years, in the investment field, specializing in advising endowments, foundations, and family office clients.I joined CAPTRUST in 2021 as a Principal and Investment Consultant. In this role, I advise institutional clients on all aspects of their investment portfolios, with particular focus on providing customized advice tailored to their specific needs and circumstances.Before joining CAPTRUST, I was a Senior Investment Consultant at Ellwood Associates, working with clients to seek to achieve their investment objectives. In addition to this role, I led Ellwood's Family Office Practice Area, with particular focus on developing best practices in asset allocation. I was also a member of both Ellwood’s Alternative Manager Research Committee and its Traditional Manager Research Committee. Prior to Ellwood, I was a Managing Director and Senior Consultant at Watershed Investment Consultants, Inc., a Denver-based institutional investment consulting firm.I began my career in earnest as an investment analyst at two family offices, first at Falcon Investment Group and then Consolidated Investment Group. Prior to these positions, I worked as a Teaching Assistant in the Reiman School of Finance at the University of Denver and at Sovereign Financial Services, LLC, a Private Equity Fund of Funds, while obtaining my Master of Science degree in finance from the University of Denver.I have a deep passion for travel and outdoor activities, especially when it involves exploring the mountains. Family and friends are immensely important to me.