Paul is a 30+-year equity analyst or portfolio manager. He is best known for investing in technology stocks. His primary investment responsibility since 1992 has been to cover that economic sector. For Merrill Lynch Investment Managers, which was acquired by BlackRock in 2006, he started and managed six technology equity mutual funds with a total $8 billion in assets under management, which at that time was the largest sector mutual funds franchise in the world.

Paul also is a teacher. He is the Professor of Practice in the Baker School of Business at The Citadel in Charleston, South Carolina. He teaches Personal Finance, Corporate Finance, Investments, and Financial Accounting. He also supervises the school’s Student Managed Investment Fund. He has won an award for his instruction. Paul has published an e-textbook Practical Personal Finance for the Internet Era through Great River Learning.

Paul joined Independent Solutions Wealth Management (ISWM) in 2018. He had worked with the firm for several years before then as ISWM had clients in a stocks mutual fund (the Sextant Growth Fund) that he had managed for Saturna Capital (Bellingham, Washington).

He is one of the portfolio managers in ISWM’s Private Wealth Group. He also manages two equity models, Technology and Dividends. Please note that stocks in his Dividends Model must have at least 5% annual price appreciation potential and yield more than 2%. Thus, Paul has an eye on growth even in his Dividends Model, which yields over 3%.

Since the Internet Bubble began to inflate in the mid-1990s, Paul has been on air on CNBC about once a week to “talk tech.” He also appears on other business news outlets. Video clips of his appearances are posted on Google, YouTube, CNBC, and LinkedIn (we suggest that you “connect” with him there) and are found through the “News & Media” tab on ISWM’s web site. You also may be interested in watching his 2017 TED Talk “Debunking Stock Investment Myths,” which has 146,000 views on YouTube. Off camera, Paul also publishes his commentary about a variety of finance and investment topics.