About Paul
Serving the Cleveland area, Paul provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Paul works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
I have more than 35 years in the financial services industry in the Cleveland market. My experience spans all aspects of the industry, including Retail Banking, Business and Commercial Banking as well as Private Banking, working directly with all types and sizes of clients. I currently serve in a leadership role at Fifth Third Private Bank, managing the Northern Ohio banking team which is part of the Northern Ohio Wealth & Asset Management Group.
At Fifth Third Private Bank, our team of credentialed Wealth Advisor professionals delivers world class solutions and advice for our high net-worth clients. Our services include Trust and Estate Planning, Wealth and Financial Planning, Customized Credit solutions, and investment management solutions.
At Fifth Third Private Bank, our team of credentialed Wealth Advisor professionals delivers world class solutions and advice for our high net-worth clients. Our services include Trust and Estate Planning, Wealth and Financial Planning, Customized Credit solutions, and investment management solutions.
Education
Cleveland State University, MBA Finance
Wittenberg University, BA Political Science/Economics
Wittenberg University, BA Political Science/Economics
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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