Anthony Paul

Regional Partner at Concurrent

Anthony Paul serves as the Managing Director at The Hamilton Group Wealth Management and a Financial Advisor with RJFS since November 2017. Anthony is also a Regional Partner at Concurrent Advisors, where the focus is on enhancing the client experience and supporting independent advisors. Prior to these roles, Anthony Paul held various positions at Morgan Stanley, where Anthony was the Executive Financial Services Director, and at Merrill Lynch, where Anthony tailored financial plans for affluent clients. Anthony Paul has a solid background in portfolio management from Charles Schwab and has held leadership roles, including Chairman of the Board at the Denver Film Society. Anthony Paul holds an M.A. in Counseling Psychology from the University of San Francisco and a B.A. in Psychology from the University of Nevada-Las Vegas.

Links

Previous companies

Morgan Stanley logo
Charles Schwab logo

Org chart

Sign up to view 0 direct reports

Get started


Teams

This person is not in any teams