Paul Carlson, CIMA®, CRPC®
Paul is a Co-founder and Partner of Seventy2 Capital Wealth Management. His clients are business owners, corporate and non-profit executives, high net worth individuals, and families who value his independent, thoughtful advice and investment strategies to help them build and preserve their financial legacy. His goal is to have his clients 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. He has a particular knowledge in 401(k) retirement strategies as the advisor to a number of DC-based and well-known companies with assets ranging from $1MM-$25MM.
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 distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism. Paul has earned the Corporate Retirement Planning Counselor(SM) (CRPC®) designation and the exclusive Certified Investment Management Analyst® (CIMA®) designation from the Wharton School at the University of Pennsylvania.
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 administered, 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