Paul Bonaros

Paul manages our firm’s Strategic Investment Group and coordinates our Advisor Investment Advisory Committee. He leads our advisors through a weekly market update session, providing insight into market dynamics, drivers of those dynamics, and tactical and strategic considerations vis-à-vis client asset management and engagement.

Paul also manages his own risk-adjusted portfolios for clients, is an excellent resource for investment system strategies, and assists advisors as a “second chair advisor” as needed, generally for more complex engagements.