Paul Carlson, CIMA®, CRPC®
Paul is a co-founder of Seventy2 Capital Wealth Management and a member of the firm's Investment Committee. His clients are business owners, corporate and non-profit executives, high net worth individuals, and families who rely on him for advice and strategies to help them build and preserve their financial legacy. They benefit from his extensive knowledge of economics, financial markets, tax and public policy gained during a career that has spanned both Wall Street and Main Street.
Paul has been named a Five Star Top Wealth Manager in the Washington D.C area as seen in The Wall Street Journal three consecutive years from 2015 to 2017* and has been recognized by Wells Fargo Advisors Financial Network as a Premier Advisor. The Premier Advisor designation is held by a select group of Financial Advisors within the firm as measured by business production, completion of educational components and professionalism. Paul has earned the Chartered Retirement Planning CounselorSM (CRPC®) designation.
Prior to Seventy2 Capital, Paul spent a combined 15 years as a financial advisor in the wealth management practices of Morgan Stanley and Merrill Lynch. He honed his understanding of public markets early in his career as an analyst in the Institutional Mortgage Sales Group of Lehman Brothers. Following graduate school in 1998, he was elected to the Maryland House of Delegates where he served as a member of the Ways and Means Committee and the Education Subcommittee.
Paul holds a Master in Public Policy from Harvard University's Kennedy School of Government and a Bachelor of Arts with honors in Economics from the University of Maryland (UMD). At UMD, he served as President of the Student Government Association and was a recipient of the H.C. Byrd Leadership Award, a member of Omicron Delta Kappa (ODK), The National Leadership Honor Society, and the founder and President of the UMD Habitat for Humanity Chapter. As a passionate outdoorsman, Paul is the lead explorer on family hikes and camping adventures locally and around the world.
* 2015, 2016, 2017 surveys conducted by Five Star Professional, and independent, third-party research firm, who receive nominations from peers or firms in the mid-Atlantic area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets admininstered, firm review, and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager's future performance. For more information see: http://www.fivestarprofessional.com