Experience

CFRA Research

• United States
• Financial Services
• 100 - 200 Employee

• Global Head of Equity Research

  • Jun 2020 - Present

  Washington DC-Baltimore Area Paul leads a team of 50 research directors and analysts. This includes teams producing Equity Research, Fund Research, Market Strategy, Quantitative Research, and Industry Primers. He chairs the model portfolio committee and developed CFRA’s ESG model portfolios.

• Deputy Director of Research

  • Dec 2017 - Jun 2020

  Washington D.C. Metro Area



RICS

• Switzerland
• Human Resources Services
• 1 - 100 Employee

• Member of RICS Global Regulatory Board

  • Jan 2015 - Dec 2020

  London, United Kingdom A member of RICS Global Regulatory Board and Chair of Americas Regulatory Sub-Board. Advised on the global Valuation accreditation (CEIV).



ISS | Institutional Shareholder Services

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Head of TMT Research

  • Sep 2013 - Dec 2017

  Washington D.C. Metro Area Led research team covering ESG for the TMT sector.



Lazard

• United States
• Financial Services
• 700 & Above Employee

• Equity Analyst

  • 2011 - 2013

  Greater New York City Area Equity analyst on TMT research team. Built valuation models (DCF, ROIC, EVA); wrote equity research reports for institutional clients



Citi

• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee

• Equity Analyst

  • 2011 - 2011

  Greater New York City Area Covered consumer staples.



Proofpoint

• United States
• Computer and Network Security
• 700 & Above Employee

• Director of Federal

  • 2009 - 2011

  Washington D.C. Metro Area



Apollo Information Systems

• United States
• Computer and Network Security
• 1 - 100 Employee

• Director of Business Development

  • 2008 - 2009

  Washington D.C. Metro Area

• Senior Equity Research Analyst

  • 2005 - 2008

  Greater New York City Area

• Associate, Equity Research, Valuation and Accounting

  • 1998 - 2005

  Greater New York City Area Models, EVA, ROIC