As Portfolio Manager, Paul Fleming assists in the development of your personal investment policy guidelines. Paul makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.
EducationThe Ohio State University, Columbus, Ohio. B.S. Financial Resource Management
Professional Experience & Areas of FocusPaul joined the investment profession in 1991 and brings a wealth of technical and advisory skills to the private bank team. He joined Fifth Third in 2006, prior to joining the Kentucky region he served as Director of Research for Mirador Family Wealth Advisors (a wholly owned division of Fifth Third Private Bank). Prior to joining Fifth Third Paul worked as an Associate Director and equity trader for a large European investment bank in New York.
Paul has been a Senior Contributing Member of Fifth Third Private Bank Investment Management Group, including;
• Real and Alternative Assets Council
• Hedge Fund Strategy Team
• Capital Markets Assumptions Committee
• Derivatives Council
• Equity Strategy Team
Licenses & Professional Designations
- Chartered Alternative Investment Analyst (CAIA)
- Chartered Financial Analyst (CFA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)