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With his extensive background in equity, fixed income and derivatives markets, he specializes in helping ultra-high net worth families grow and preserve wealth. Paul helps clients identify and prioritize plans, and then provides straightforward advice in collaboration with their attorneys, accountants and family office partners.
His innovative and creative investment solutions using options have generated strong returns, reduce risk in a portfolio and are also tax sensitive.
Prior to founding Audent, he served as a Managing Director and Senior Portfolio Manager at First Republic Investment Management. Before that, he was a Managing Director and Senior Portfolio Manager with UBS for nearly 14 years.
He started his career at CIBC World Markets Corp./Oppenheimer. He was recognized as a Barron’s Top Advisor in 2019, Forbes Best-In- State Wealth Advisor in both 2019 and 2016 and a Top Advisor in the Financial Times 400 Top Advisors list in 2014. He also is a regular speaker at industry, option and family office conferences and is quoted regularly in financial media outlets for his views on the markets.
Paul earned a bachelor of science degree from the University of California, Los Angeles, and the prestigious Certified Investment Management Analyst (CIMA) Designation from the Wharton School of Business at the University of Pennsylvania. He holds the Series 7, 31, & 66 securities licenses as well as a California Insurance Agent license.
