Paul Fortin focuses on working with individuals and families to manage and protect their assets. He is committed to delivering individualized, fully-integrated financial solutions that aim to solve personal challenges and provide security and peace of mind. Paul specializes in alternative investments and their integration into custom financial plans, with the intent to enhance and diversify client portfolios.
Paul previously was part of SVB Private’s investment team, where he was responsible for market research, investment manager due diligence, and implementation of the firm’s investment platform. His primary responsibility as an investment analyst was to identify and select both public and private market fund managers for the majority of SVB Private’s clients. Prior to SVB Private, he worked for a few boutique placement agents, where he assisted high quality private equity firms to raise funds from institutional and high net worth investors.
Paul received a Bachelor of Science degree in Psychology from Boston College. He also holds the Chartered Alternative Investment Analyst designation.
The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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