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Education:

Bachelor of Business Administration from the University of New Mexico’s Anderson School of Management, Magna Cum Laude

Leadership New Mexico class of 2019

Meet Paul

As head of REDW’s Wealth Management practice, Paul works with a wide range of clients, individuals to large institutions. He acts as an investment consultant with large government institutions and with Native American tribes by providing support to internal audit services, assistance with investment policies, asset allocation design, and reviews of investment providers.

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.

Professional Qualifications and Memberships

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.