Paul is a Vice President within Capstone Partners’ Business Development team, bringing nearly 10 years of experience within financial services. His responsibilities include relationship cultivation within the private business owner community, introducing them to Capstone Partners’ suite of corporate finance options, and providing insight into industry valuations, acquisition activity, and M&A trends. Paul is a Certified Exit Planning Advisor (CEPA) designated by the Exit Planning Institute.
Paul began his career as a financial advisor for Baystate Financial working with high net worth families and business owners on their long-term financial goals. Following Baystate, he fundraised assets for one of the fastest-growing RIA’s in the U.S.
More recently, at Cerulli Associates, Paul drove business development efforts with top asset managers and private equity firms on their research and consulting needs. Prior to joining Capstone Partners, he assisted debt issuers on investor relations and expanded their institutional investor network.
Paul serves on the board of Capstone’s Corporate Social Responsibility Committee, ‘Capstone Cares’ and has been designated as 2021 Emerging Leader of the Year by M&A Advisor.