Paul Hagen
Senior Vice President - Senior Investment Manager at Clarfeld | Citizens Private Wealth- Claim this Profile
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Bio
Steven Salberta, CFA
Paul is one of the brightest portfolio managers I have worked with in my career. He knows what drives a successful investment strategy and has the ability to attract assets. I have sincerely enjoyed Paul's advice and friendship over the years.
Suzanne Elkins
It's always a pleasure to work with Paul. He's deeply knowledgeable on all areas of fiduciary investment. Paul was a skillful leader on successful projects to add several new investment platforms and enhance portfolio construction methodology. He served as our expert on the use of non-traditional assets, including alternative investments, in fiduciary accounts. Most critically, Paul is cheerful, hard-working colleague who maintains positive relationships with clients and colleagues.
Steven Salberta, CFA
Paul is one of the brightest portfolio managers I have worked with in my career. He knows what drives a successful investment strategy and has the ability to attract assets. I have sincerely enjoyed Paul's advice and friendship over the years.
Suzanne Elkins
It's always a pleasure to work with Paul. He's deeply knowledgeable on all areas of fiduciary investment. Paul was a skillful leader on successful projects to add several new investment platforms and enhance portfolio construction methodology. He served as our expert on the use of non-traditional assets, including alternative investments, in fiduciary accounts. Most critically, Paul is cheerful, hard-working colleague who maintains positive relationships with clients and colleagues.
Steven Salberta, CFA
Paul is one of the brightest portfolio managers I have worked with in my career. He knows what drives a successful investment strategy and has the ability to attract assets. I have sincerely enjoyed Paul's advice and friendship over the years.
Suzanne Elkins
It's always a pleasure to work with Paul. He's deeply knowledgeable on all areas of fiduciary investment. Paul was a skillful leader on successful projects to add several new investment platforms and enhance portfolio construction methodology. He served as our expert on the use of non-traditional assets, including alternative investments, in fiduciary accounts. Most critically, Paul is cheerful, hard-working colleague who maintains positive relationships with clients and colleagues.
Steven Salberta, CFA
Paul is one of the brightest portfolio managers I have worked with in my career. He knows what drives a successful investment strategy and has the ability to attract assets. I have sincerely enjoyed Paul's advice and friendship over the years.
Suzanne Elkins
It's always a pleasure to work with Paul. He's deeply knowledgeable on all areas of fiduciary investment. Paul was a skillful leader on successful projects to add several new investment platforms and enhance portfolio construction methodology. He served as our expert on the use of non-traditional assets, including alternative investments, in fiduciary accounts. Most critically, Paul is cheerful, hard-working colleague who maintains positive relationships with clients and colleagues.
Experience
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Clarfeld | Citizens Private Wealth
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United States
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Financial Services
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100 - 200 Employee
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Senior Vice President - Senior Investment Manager
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Jun 2015 - Present
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Barclays Wealth Management
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United Kingdom
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Financial Services
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700 & Above Employee
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Director - Senior Portfolio Manager
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Oct 2010 - May 2015
Start up Delaware based HNW Trust Company Responsible for all aspects of the investment process/platform for Barclays Wealth Trust Company. Serve as portfolio manager for HNW client relationships. Grew discretionary investment business from essentially zero to $800Mil in three years. Start up Delaware based HNW Trust Company Responsible for all aspects of the investment process/platform for Barclays Wealth Trust Company. Serve as portfolio manager for HNW client relationships. Grew discretionary investment business from essentially zero to $800Mil in three years.
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Director of Investments
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Jun 2004 - Jun 2010
Developed individual comprehensive investment strategies in line with clients' liquidity requirements, and wealth transfer plans. Key focus on personal trust, foundations, and endowments. Result: $7Billion AUM growth over three years. Developed individual comprehensive investment strategies in line with clients' liquidity requirements, and wealth transfer plans. Key focus on personal trust, foundations, and endowments. Result: $7Billion AUM growth over three years.
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Senior Investment Strategist Private Bank
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Jan 1997 - Jan 2006
Defined and conveyed investment strategy for the firms Private Banking clients, individuals with $10Million plus in assets. Advised both clients and relationship managers on portfolio construction.Result: Private Bank growth to $500Bil in AUM, rated top wealth management firm from Barron's.
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Investment Strategist Retirement Group
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Jun 1994 - Jan 1997
Help provide investment advice and design for plan sponsors.
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Education
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1995 - 1997
Rider University
MBA, Finance -
1990 - 1994
Rider University
B.S., Finance
Community
