Paul Robert Volpe

Analyst-Equity chez Paradigm Financial Partners LLC

Profil

Mr. Paul R.
Volpe is a Managing Partner at Paradigm Financial Partners LLC.
He specializes in financial analysis and research.
Mr. Volpe manages the firm's investment portfolio and the web-based wealth-planning platform that provides clients with a comprehensive, aggregated view of their financial situation.
He meets with clients throughout the financial planning process as he designs and monitors client portfolios, either independently or through third party managers, and analyzes market trends.
Mr. Volpe believes in helping clients become fully informed about their financial life.
He joined Paradigm Financial Partners in August of 2003 after selling his own practice where he managed over $45 million.
In addition to his experience and knowledge, he brings a relationship oriented philosophy to the firm’s clients.
He recognizes the importance of understanding a client’s vision and values, not just their financial situation.
He received his undergraduate degree from Boston University.

Postes actifs de Paul Robert Volpe

Sociétés	Poste	Début
Paradigm Financial Partners LLC	Analyst-Equity	-

Formation de Paul Robert Volpe

Boston University

Undergraduate Degree