Now is the time to plan your future

Paul has been helping clients effectively manage their financial affairs for over 35 years. His management training at Coca Cola, coupled with his experience in accounting and cost analysis, has served as the foundation for his ability to create financial plans and strategies. Paul's wealth management process is designed to support clients' ability to attain their personal goals. Paul has undergone UBS's rigorous accreditation process to become a designated Portfolio Manager. He oversees the investment decisions for The Midtown Group and immerses himself in all aspects of his clients' lives.

Within The Midtown Group, Alex focuses on the specific challenges faced by founders, executives, business owners, and affluent families. He emphasizes tax and estate planning as key components of a successful financial plan. Alex helps his clients navigate complex strategies spanning wealth enhancement, wealth protection, intergenerational transfers, and charitable giving.

Previously, Alex worked at Merrill Lynch Private Wealth in San Francisco and Palo Alto. His time in The Bay Area gave him the unique perspective of working with successful business owners and executives.

Alex continually seeks new ways to educate himself in order to help his clients maximize their family's wealth and purchasing power. He has completed the rigorous coursework required to earn the CERTIFIED FINANCIAL PLANNER™ mark and has received the accreditation of Certified Exit Planning Advisor® from The Exit Planning Institute. He has also achieved the designation of Portfolio Manager, enabling him to manage tailored investment strategies for UBS clients. Alex earned his BBA with a concentration in Finance from The Leeds School of Business at The University of Colorado.

Alex lives in Manhattan with his wife, Michelle and their cat, Franklin. In his spare time you can find Alex golfing, traveling, wine tasting, and enjoying all the great restaurants in NYC!

CA Insurance #: 4055753

Ryan joined The Midtown Group in the Spring of 2021. He provides ongoing administrative and operational client service including new client onboarding, account maintenance and client requests. He understands that outstanding client service is key to our practice and enjoys working with our clients to ensure their needs are fulfilled in a seamless and organized manner.

Ryan was born and raised in Westchester, New York before earning a bachelor’s degree in Finance with a concentration in accounting from The University of Scranton.

In his free time, Ryan loves to travel and attend a multitude of different sporting events.