Expertise
As Nevada President Paul is responsible for all aspects of Northern Trust’s integrated investment fiduciary and private banking business.
Experience
Paul has served on a number of non-profit boards over the years including as Vice Chairman of the Santa Barbara Zoo, the board Chairman of the Santa Barbara Rescue Mission, and as a board member for the Santa Barbara Estate Planning Council. He is also a member of the Investment Management Consultants Association.
Joined Northern Trust
2011
Credentials
CERTIFIED FINANCIAL PLANNER™ (CFP®). Certified Private Wealth Advisor (CPWA®).
Education
Master of Business Administration degree from Cal Poly San Luis Obispo. Master of Business Taxation from the University of Southern California.