Paul hails from the Finger Lakes region of upstate New York and attended Cornell University where he received his business degree from the SC Johnson school of business. He has 20+ years of experience within private wealth, investment management, private equity, and personal injury consulting. Since 2015 Paul has been fully immersed in the personal injury industry serving as the CFO for Sage Settlements and Archer Systems. Sage is the nation’s largest plaintiff attorney focused settlement planning business while Archer is the nation's leading mass tort and class action settlement administrator. He has a deep knowledge of structured settlement annuities, trust services, government benefit preservation, lien resolution and Medicare set-asides. Prior to his time at Sage and Archer, Paul spent 10 years working for an UHNW Family Office in San Diego, CA where he focused on public equity and private debt investing in addition to private acquisitions of publicly traded companies, real estate development and business operations. He spent 3 years co-leading the Mergers & Acquisitions department of Allegis group, an international staffing, recruiting, and HR services business where he led global expansion of this $12 billion revenue business. Paul currently resides in Maryland with his wife Mindy and four children. He is actively involved in the community serving on the board of directors of numerous local charitable organizations, and enjoys tennis, soccer, and the outdoors in his free time.
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