At a glance

Paul provides investment advisory services to individual clients, businesses and trusts. He guides clients and retirement plan participants by providing financial planning, investment and portfolio construction solutions. He joined Dopkins in 2022 as an intern while pursuing his bachelor’s degrees in Accounting and Finance from Canisius College. Following his graduation in 2023, Paul joined Dopkins Wealth Management full-time as an Associate Investment Advisor.

Education

• B.S., Finance, Canisius College
• B.S., Accounting, Canisius College

Technical Expertise

Paul holds his North American Securities Administrators Association (NASSA) Series 65 License and is registered as an Investment Adviser Representative.

Prior Experience

Prior to joining Dopkins, Paul served an extended internship with a local registered investment advisory firm. While there he interacted with clients, performed analysis on investments and implemented marketing initiatives. He also served an internship at a large regional bank where he performed credit analysis on commercial loans. Additionally, Paul worked at a local credit union where he performed administrative duties for investment customers. Prior to this position, Paul served an extended internship in energy sales at a local energy supplier.

Community Commitment

An active member of the Canisius community, Paul served as the President of the College’s Accounting Society in his junior year and the Presidential Advisor during his senior year. In his role as a student analyst for the Canisius College Golden Griffin Fund, a student-ran mutual fund, Paul was responsible for monitoring held companies, tracking economic indicators, and also composed an investment analysis of a company to, potentially, add into the Fund. As a member of the Golden Griffin Fund’s Accounting Committee, he was responsible for the administration of Fund investment policy. In addition, Paul serves on the Alumni Association Board of his high school alma mater, St. Joseph’s Collegiate Institute.