Bachelor of Business Administration from the University of New Mexico’s Anderson School of Management, Magna Cum Laude
Leadership New Mexico class of 2019
In the course of his work, Paul conducts research, performs investment analysis and portfolio management, and holds educational seminars. As a Principal and former Chief Investment Officer, Paul is a voting member of the REDW Wealth Investment Committee and helps lead the investment process.
Paul is a Chartered Financial Analyst® (CFA®) charterholder and member of the CFA Institute and the CFA Society of New Mexico, as well as a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He has also earned the Accredited Investment Fiduciary Analyst® (AIFA®) designation, awarded by Fi360, which signifies the ability to perform fiduciary assessments that measure how well investment fiduciaries are fulfilling their duties to a defined standard of care.