Paul serves as managing partner of ClearPath Capital Partners. He’s spent his career as a leader in the wealth management industry, developing and managing investment advisor businesses that cater to the tech elite in Silicon Valley. Today, Paul is also heading the firms expansion into the LA, NYC, and International tech centers. Before founding ClearPath Capital Partners LLC. Paul served as a portfolio manager at Bear Stearns and raised capital for Investment Banking deals. Prior to Bear Stearns, Paul helped establish a West Coast advisor business for Josepthal and Company, which later became part of today’s Oppenheimer & Company. Paul began his career at Sherwood Capital a small Investment Bank and 2nd largest OTC market maker at the time.
Paul has been interviewed by many major publications, moderated panels and spoken to many organizations including The Wall Street Journal, Bloomberg, Reuters, MarketWatch, Barron’s, Forbes, CNN Money and the Institutional Investor Forum. He holds a Bachelor of Arts degree in politics: econ/law from the University of California, Santa Cruz and pursued advanced course work at University of California, Berkeley. He’s a member of The CFA Society of San Francisco and has served on the Executive board of trustees for Camp SeaLab and is an active supporter of The Tahoe Fund and Project Open Hand in SF & Santa Cruz.
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