
President and Chief Executive Officer Paul is the President, Chief Executive Officer, and Chief Investment Officer of Odyssey Advisors. He manages the equity portfolios at Odyssey Advisors with the exception of the Equity Value portfolio, where he shares responsibility. He has over 35 years of experience in the investment management and research analysis of common stocks.
Before co-founding Odyssey Advisors, Paul spent 7 years with the U.S. Trust Company, N.A., managing over $600 million in equity and fixed income assets. As Senior Vice President and Senior Portfolio Manager, he was the top performing equity portfolio manager nationwide for U.S. Trust for all time periods measured at the time of his departure. Prior to that, he was President and Managing Director of Atlantic Century Advisors, a wholly owned subsidiary of Security Pacific National Bank. Before becoming an equity portfolio manager, Paul spent 12 years as a securities analyst covering a broad range of industries.
Paul is an angel investor, writer, and advisor to a financial education and media company dedicated to educating women about investing and has written and published a multitude of articles on various investment topics. Most recently, his extensive research on alternative energy has resulted in the publication of multiple articles on the topic of clean energy. Paul also volunteers as an unofficial financial advisor to non-profit organizations. A native of California, Paul graduated with an M.B.A. degree in Finance from the Marshall School of Business at the University of Southern California in Los Angeles. He also earned a B.S. degree in Business & Industrial Management from San Jose State University.