Director of Marketing
Paul is a seasoned financial services sales and trading professional with experience in institutional client relationship management. Prior to joining the Knights in 2015, Paul was a Managing Director of Convertible Bonds sales and trading and spent 17 years working with fixed income, equity, and derivative financial instruments at firms including Bank of America, Deutsche Bank, and Oppenheimer & Co. Paul managed institutional relationships with multi-strategy hedge funds, insurance companies and mutual funds.
Paul earned an MBA in Finance from Columbia University’s Graduate School of Business and a Bachelor of Arts Degree in History from the University of Pennsylvania.
Paul holds a Series 7, Series 63, and Series 66 Securities License.
SEI Investments Distribution Co. (SIDCO, 1 Freedom Valley Drive, Oaks, PA, 19456) is the distributor for the Catholic Investor Funds. Check the background of SIDCO on: