Paul Cody
Financial Advisor
As a Financial Advisor, Paul is dedicated to delivering exceptional client service through a personalized, relationship-driven approach. Joining a team of seasoned wealth advisors, he focuses on creating tailored strategies that align with each client’s goals, emphasizing disciplined asset allocation and portfolio management. Paul is committed to ensuring seamless execution and maintaining a client-first mindset, helping individuals and families navigate complex financial decisions with confidence and clarity.
Prior to joining Seventy2 Capital, Paul gained over 20 years of experience in the financial services industry, working at BISYS, Citi Hedge Fund Services, and SS&C Technologies Inc., specializing in fund administration.
Outside of work, Paul stays active and spends time with his family; together they enjoy biking, hiking, skiing, and traveling. Paul received his Bachelor of Business Administration in Finance from the University of Massachusetts Amherst.