Paul is a shareholder of BPU Investment Management, Inc., serving as CEO, CIO and Chairman of BPU’s Board of Directors. Paul joined BPU in 1997 as Managing Director of Wealth Management. In that capacity, Paul led the firm’s efforts to provide fee-based, comprehensive financial planning and asset management services to individual clients, retirement plans and non-profits. He also developed and introduced BPU’s Personal Financial Education (PFE) program and now teaches a certificate program in financial wellness for financial advisers through the American College of Financial Services.
Paul was promoted to Executive Vice President in 2006, Chief Compliance Officer in 2011, CEO and CIO in 2013; and, elected as Chairman of the Board in 2014.
Paul often serves as an expert witness in financial services related cases, providing research and testimony for legal counsel and their clients in both FINRA arbitration and court cases. He is frequently interviewed by local and national media and has been named one of western Pennsylvania’s top financial advisors for eight consecutive years through a survey in Pittsburgh Magazine.