Research Analyst

Paul joined Sigma in 2019 and currently serves as a Research Analyst where he helps coordinate the firm’s overall research efforts with the CIO and provides analysis across different asset classes. In addition to his research responsibilities, Paul provides support services to wealth advisors, including data gathering, profiling, financial model building and presentation development. He is also a member of Sigma’s Investment Committee. He currently holds General Securities Representative Series 7 license along with Uniform Combined State Law Examination Series 66. Prior to joining Sigma, he worked for an independent broker/dealer and RIA where he provided financial planning support and covered Mutual Funds and ETFs for nearly 1000 Financial Advisors in the field. He also worked for a third party money manager in Metro Detroit in a sales capacity along with working for a national wirehouse brokerage firm. Outside of the financial services industry, Paul’s work experience includes helping run his family’s business in Detroit, MI. He received his Bachelor of Business Administration from the University of Michigan – Dearborn.