Experience

Paul is a director in the Business Management and Family Office Practice at Citrin Cooperman, with over a decade of experience in financial advisory and wealth management. Since joining Citrin Cooperman as a manager in January 2022, Paul has quickly advanced to director, where he applies his extensive expertise to provide strategic financial planning and family office services.

Previously, Paul served as a lead advisor at a boutique wealth management and financial planning firm, delivering personalized financial solutions to high net worth clients. His dedication to comprehensive, client-centered guidance underscores his commitment to excellence at Citrin Cooperman.