Paul is a Portfolio Manager on the Great Lakes Advisors Fundamental Equity Large Cap team. Paul joined the firm in 2005 and has been in the industry since 1992. Previously, he served as a Portfolio Manager on the Large Cap team at Rothschild & Co Asset Management US (acquired by Great Lakes Advisors in 2023). Paul was a Research Analyst for over 12 years with Sidoti & Company, Schroders, NatWest Securities, and Value Line. Paul is a CFA® charter holder.

Education & Professional Credentials:

• Industry Start: 1992
• Hofstra University, BBA
• Chartered Financial Analyst, CFA®