Team

Paul began his career at Lehman Brothers in 1993, being selected to participate in Lehman Brothers’ prestigious training program and working in their Institutional Fixed Income division.

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In 1998, he joined BNY Capital Markets where he developed their Institutional Fixed Income Trading and Sales operation over a 17 year period and rose to the ranks of Senior Managing Director, eventually becoming the Global Head of Sales.

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After leaving BNY and a quick, one-year stint at Banco Santander as a Senior Global Banker in their Financial Institutions Group, he transitioned to alternative investments covering qualified investors, family offices and PE firms with a focus on commercial real estate development and value-add strategies.

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He joined Circle Squared Alternative Investments/Sica Wealth Management in August 2016. In June of 2020, Paul became a partner with Third Seven Capital (TSC) and opened the Palm Beach Gardens office.

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He graduated from the University of Scranton with a B.S. in Biology (Pre-Med) and holds the Series 7, 24, 63 and 65 licenses. He lives in Palm Beach Gardens, FL with his wife Kelly and three children.