Paul Fleming Cfa, Caia

Paul Fleming, CFA, CAIA has a diverse work experience spanning over several years. Paul is currently serving as the Director of Investments at Horizon Bank since August 2022. Prior to this, Paul worked at Fifth Third Private Bank from 2016 to 2022 as a Senior Portfolio Manager, where they focused on individualized investment policies and asset allocation strategies for private and institutional clients. Paul also served as the Director of Research for Mirador Family Wealth Advisors, a division of Fifth Third Private Bank.

Before joining Fifth Third Private Bank, Paul worked at Fifth Third Institutional Services from 2006 to 2009 as a Senior Portfolio Manager, specializing in quantitatively oriented management of traditional and alternative strategies for ultra high net worth clients. Paul also developed new investment strategies for clients during this time.

Earlier in their career, Paul worked as the Director of Equity Trading at UBS Warburg from 1999 to 2003, a Senior Trader at J.C. Bradford from 1999 to 2000, and a Senior NASDAQ Trader at Olde Financial (HR Block) from 1995 to 1999. Paul also briefly worked as a Financial Advisor at Paine Webber in 1995.

Throughout their career, Paul has gained extensive experience in portfolio construction, portfolio management, investment research, and client-oriented relationship management. Paul has demonstrated expertise in macroeconomic investment themes, proprietary investment strategies, hedging, and tailored portfolio construction for high-net-worth and ultra-high-net-worth investors.

Paul Fleming, CFA, CAIA obtained a Bachelor of Science degree in Financial Management from The Ohio State University, where they studied from 1991 to 1994. Additionally, they hold the CAIA Charterholder designation from the CAIA Association, which they obtained in April 2011. Paul also holds the Chartered Financial Analyst (CFA) designation from the CFA Institute, which they obtained in September 2008. No information is provided regarding their education at The University of Akron or any additional certifications obtained.