Paul joined NEPC in April of 2002, with investment experience dating back to 1984. Paul heads NEPC’s Detroit office and has served as a consulting team leader twice during his tenure leading both NEPC’s Corporate DB and Healthcare teams; his consulting responsibilities include servicing private wealth clients, healthcare systems, corporate pension plans, and endowments & foundations. Paul is also NEPC’s lead researcher on strategic investments though private equity fund and direct investments and has written a number of white papers on this subject.
Prior to joining NEPC, Paul was employed for eight years by Ford Motor Company. As a member of Ford’s Pension Asset Management Department, Paul was the manager of Ford’s $37 billion U.S. Defined Benefit Plan. His responsibilities included investment policy formulation, developing and implementing asset allocation strategies, and monitoring and evaluating the investment performance of the plan and its managers. Additionally, Paul was a member of the Ford 401(k) Investment and Administration Committees and had oversight responsibility of Ford’s externally managed corporate cash and insurance assets. Prior to joining the Pension Asset Management Department, Paul was the portfolio manager for Ford’s $3 billion international cash portfolio. Paul started his career at Ford as the portfolio manager for Ford Life Insurance Company, where he managed the assets and liabilities associated with a $3 billion annuity portfolio. He was also involved in the asset allocation and oversight of Ford Credit’s property and casualty insurance companies.
Prior to working at Ford, Paul was employed for four years by John Hancock Financial Services where he worked in a variety of positions within treasury, insurance and investment areas of the company.
Paul has an M.S.F. degree from Bentley College (1988) and a B.A. from Saint Michael’s College in Vermont (1983). He is a CFA charter holder and is a member of the CFA Institute. He has also taught investments at the graduate level at Oakland University in Michigan (1999). Paul has served as a Board and Executive Committee member of Eton Academy, a school in Birmingham, Michigan that helps children who are different learners.