Paul brings more than 25 years of experience in financial services industry to Forum. As Managing Director – Business Development, Forum Capital Advisors, Paul is responsible for the firm’s distribution and investor client acquisition efforts.
Paul joins the Forum team from Primark Capital where he is part of that firm’s distribution team. Before that, he was the Divisional Vice President and Regional Director for the Institutional Channel at Jackson National where he grew that division to over $2.5 billion in sales, making it one of the largest and most productive in the industry. He also served as external wholesaler and Regional Vice President at Jackson after starting his career at Cambridge Associates.
Based in Massachusetts, Paul holds a Bachelor of Arts in Business Administration and Management from Babson College as well as FINRA Series 6, 7, 26, 63, 65, and Life licenses. Outside of work, he enjoys spending time with his wife and four children, traveling, skiing, golfing, and hockey.