Check Paul’s Background on FINRA’s BrokerCheck
Paul is LGA Capital’s Financial and Operations Principal (FinOp). He brings with him more than 20 years of hands on experience in the financial services industry. In addition to acting as LGA Capital’s FinOp, Paul also serves as the Chief Financial Officer of Quaker Funds, Inc., the investment advisor for the Quaker Funds family of mutual funds.
Previously, Paul served as Chief Financial Officer of Citco Mutual Fund Services and as Financial and Operations Principal of its wholly owned subsidiary, Citco Mutual Fund Distributors. Including LGA Capital, Paul currently serves as the Financial Operations Principal for six registered-broker dealers, responsible for financial reporting and net capital compliance.
A 1986 graduate of Drexel University, Paul holds a Bachelor of Science degree in Accounting. Paul holds his Series 28 (Introducing Broker-Dealer Financial and Operations Principal) securities license and is a Certified Public Accountant licensed in Pennsylvania.