Paul Delaney, CFA® CFP®

Wealth Advisor for Executives at Capital Endurance Group
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Contact Information
us****@****om
(386) 825-5501
Languages
  • Passed the CFP® March 2017 examination -
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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Feb, 2020
    - Nov, 2024
  • Chartered Financial Analyst
    162977

Experience

  • Capital Endurance Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor for Executives
      • Jan 2017 - Present

      WHAT I DO: I partner with executives in their 40s through 60s to optimize the value of their equity compensation and reach retirement sooner using my proprietary SustainedLifestyle™ Approach. WHAT MAKES ME DIFFERENT: From advising the U.S. Department of the Treasury on its investments in U.S. banks, to working as an Equity Research Analyst for Morgan Stanley, to helping manage equity investments for the North Carolina retirement system, I have 20-plus years of real investor experience to deploy on your behalf. Because I’m laser-focused on serving a select group of executive clients with similar needs, I’m familiar with the challenges and opportunities particular to this demographic. SERVICES I PROVIDE: 📊Comprehensive Financial Planning 👨‍💼Executive Compensation Planning & Consultation - Stock Options, Restricted Stock (RSUs), Performance Stock (PSUs), Deferred Compensation Plans (DCP) 📊Portfolio Management (Asset Allocation, Investment Selection, Tax-Efficient Asset Location, Risk Mitigation, Portfolio Rebalancing) 👴🏻Retirement Accounts – Corporate Sponsored (401k, DB Plans, Profit Sharing) 👴🏻Personal Retirement Accounts (IRAs, SEP, Simple) 📈Employee Stock Ownership Plans (ESOPs) 👪Estate Planning & Management 📊Financial Planning | Financial Risk Management 👪Life Insurance Planning ☂️Risk Management (Property & Casualty, Personal Umbrella, Business Insurance) 💰Wealth Management | Wealth Preservation Planning 📈Stock Holding Requirements | Stock Management | Stock Market Analysis 🗣READY TO TALK? Connect with me here on LinkedIn or visit me online at www.pauldelaney.com. Show less

  • Piedmont Investment Advisors
    • Raleigh-Durham, North Carolina Area
    • Senior Research Analyst (Financials, FinTech, REITs, Utilities), SVP
      • 2009 - 2016

      Recommended equity investments across covered sectors for the firm’s investment portfolios. Conducted industry and economic analysis to determine implications for future company-level performance. Advised the U.S. Department of the Treasury with regard to the fundamental outlook of banks in the CPP (TARP) program, including valuations of preferred stock and equity warrants (option-like securities), as well as opinions on potential acquisitions or recapitalizations of distressed banks by private equity and other banks. Show less

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Equity Research Analyst
      • 2005 - 2007

      Equity research lead analyst, and prior to that, associate, covering US mid cap banks. Equity research lead analyst, and prior to that, associate, covering US mid cap banks.

  • Deutsche Bank Securities
    • Investment Banking
    • 700 & Above Employee
    • Research Associate
      • 2002 - 2005

      Covered health care facilities and specialty & mortgage finance. Covered health care facilities and specialty & mortgage finance.

  • MFS Investment Management
    • United States
    • Investment Management
    • 700 & Above Employee
    • Summer Associate - Equity Research
      • Jun 2001 - Aug 2001

      Initiated coverage of the building materials industry and presented conclusions in two presentations to the research department. Initiated coverage of the building materials industry and presented conclusions in two presentations to the research department.

  • Disney General Entertainment Content
    • United States
    • Entertainment Providers
    • 700 & Above Employee
    • Senior Finance Analyst
      • 1998 - 2000

      Forecasted UK financial results using accounting results and commercial input from sales and marketing leaders. Modeled profitability of potential licensing titles such as The Wiggles and Sesame Street. Forecasted UK financial results using accounting results and commercial input from sales and marketing leaders. Modeled profitability of potential licensing titles such as The Wiggles and Sesame Street.

  • Buena Vista Home Entertainment
    • United States
    • Entertainment Providers
    • Finance Analyst
      • 1997 - 1998

      Analysis of major project spending proposals, as well as projections for ongoing initiatives. Analysis of major project spending proposals, as well as projections for ongoing initiatives.

  • KPMG
    • Canada
    • Accounting
    • 700 & Above Employee
    • Accountant (Junior to Senior)
      • 1994 - 1996

      Prepared annual financial statements for privately owned businesses, as well as family trusts, partnerships, and trust partnerships. Prepared annual tax returns and GST returns for various privately held businesses. Prepared annual financial statements for privately owned businesses, as well as family trusts, partnerships, and trust partnerships. Prepared annual tax returns and GST returns for various privately held businesses.

Education

  • Columbia Business School
    MBA, Finance
    2000 - 2002
  • The University of Auckland
    DipCom (postgraduate), Finance, Econometrics
    1993 - 1993
  • The University of Auckland
    BCom, Economics, Accounting
    1989 - 1992
  • The University of Auckland
    BA, History, English
    1989 - 1992

Community

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