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![]() First Vice President - Financial Advisor
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Portfolio Manager - Portfolio Focus Qualifications
Over 16 years of financial services experience coupled with the Chartered Market Technicians designation provides me with the ability to navigate portfolios through fluctuating market conditions. By utilizing time-tested methodologies, some of which date back to the late 1800’s and Charles Dow, I appropriately manage risk in client’s investment portfolios.
Personal Information
Paul received his B.A. from Stony Brook University (1990) and his designation as a Chartered Market Technician (CMT) from the Market Technicians Association (2006). He has also received the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh's Center for Executive Education. This has provided him formal training in investment fiduciary responsibility.
Stacy MihalikSenior Registered Client Associate
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