PAUL VELLA

Paul brings a thoughtful, research-driven approach to portfolio construction and investment strategy. He began his career in wealth management as a portfolio and investment research analyst, serving high-net-worth individuals with customized strategies aligned to their long-term goals. His work includes in-depth market analysis, portfolio optimization, and supporting advisors in delivering well-informed investment decisions.

Paul earned his bachelor’s degree in Business Administration with a minor in Anthropology from Skidmore College. He is currently a CFA Level III candidate, demonstrating his commitment to deepening his technical expertise and advancing in the investment profession.

Based in New York City, Paul is also actively involved in the community. He serves on the Junior Board of ExpandED Schools, a nonprofit that supports more than 900 afterschool programs in partnership with public schools across the city. Outside the office, he enjoys golfing and spending time with family and friends.