Paul established the Franklin Capital Strategies Team in 2016 to continue his financial services career, while following in the footsteps of his father and grandfather—extending over three generations in the financial services industry with offices in both Cleveland and the Washington D.C. area.

What does Paul mean to the Franklin Capital Strategies team? As a former athlete, we like to think of Paul as our quarterback who develops a solid game plan that keeps our clients moving down the field towards their financial goals. Paul is highly customer-centric, very transparent (what you see is what you get) and is 100% dedicated to the success of our team—he is in fact our fearless leader.

When Paul is not in the office or meeting with clients—the best place to find him is actually on the football field! Paul also coaches high school athletes at Maret School and provides financial advice to help athletes and their families plan their financial futures while partnering with coaches, agents, and sports executives. Prior to joining the financial services industry, Paul was a coach and development associate at The Potomac School in McLean, VA.

Paul is an active volunteer in the community and within the financial services industry. Paul is a Political Involvement Leader (PIL), serving as a liaison between the New York Life Office of Government Affairs and his local office. Paul sits on the Visiting Committee of the Board of Trustees for Hawken School in Cleveland, OH. He is a member of the Greater Washington Jewish Federation Strategic Planning & Allocations Committee and establishes priorities in consultation with the Executive Committee. Paul previously served as AVP of the Alumni Board for George Mason University’s Schar School of Public Policy.

Paul began his career as a financial professional with New York Life and is affiliated with Eagle Strategies, LLC, as a Registered Investment Adviser. He is also a registered representative with NYLIFE Securities LLC. Paul holds a Series 6,7, 63 and 66 license with FINRA. Paul holds an M.P.P. in Public Policy from George Mason University’s Schar School of Policy and Government and a B.A. in Business Management from Washington College. Paul currently resides in Arlington, Virginia with his wife Andrea, their daughters Madeleine & Isabelle, and their dog Bernie (who is also our CHO).



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September 22, 2020 @ 01:49 PM

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