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Experience

Paul is a senior fixed income analyst in Plante Moran’s investment research department. He is responsible for due diligence of taxable and tax-exempt fixed income strategies and serving as a technical resource for internal and external clients. With over 20 years of experience in trading, due diligence, and client service, Paul specializes in providing guidance and recommendations related to taxable and tax- exempt fixed income strategies.
 
He often contributes fixed income market commentaries in PMFA eBlasts and research papers. He particularly has a specialty in the tax-exempt fixed income market with previous experience as a trader and underwriter of municipal bonds. He also meets regularly with individual and institutional clients to provide strategic updates on the global economy and global fixed income markets more specifically. 

Paul earned a bachelor of business administration (BBA) in finance from Western Michigan University.


Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants




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