Head of Compliance
Paul began as a portfolio advisor in May of 2004, later became the firm’s Chief Compliance Officer, and in 2016 became a partner in the group. Paul has over 25 years of experience in the Securities Industry. Prior to joining Cameo Consulting, Paul has assisted fund companies and RIAs in meeting their compliance requirements: reviewed and prepared compliance manual, performed various forensic testing and service provider site visits, attended Board meetings, and provided compliance advice. Paul has a Master of Business Administration Degree with an emphasis in Accounting and International Business from Pace University, and a Bachelor of Business Administration with an emphasis in Finance and Economics from Baruch College. Paul holds both a Series 7 and 63 licenses.