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Paul Blatz Cfa
Paul Blatz Cfa
Private Wealth Advisor & Senior Vice President | FineMark National Bank & Trust
Florida, United States
Paul Blatz Cfa
Summary
Paul Blatz is a seasoned Private Wealth Advisor and Senior Vice President at FineMark National Bank & Trust, specializing in alternative investments and strategic financial planning. With over two decades of experience in wealth management, he has a proven track record of developing tailored investment strategies for high-net-worth clients. Paul has held leadership roles in various prestigious firms, including Genspring Family Offices and Bernstein Global Wealth Management. His expertise encompasses asset allocation, due diligence, and portfolio management, making him a trusted advisor in the financial services industry. He is known for his commitment to client relationships and for delivering exceptional financial services. Paul is actively involved in enhancing client experiences and has received multiple awards for his contributions to wealth management.
Paul Blatz Cfa
Work Experience
Private Wealth Advisor & Senior Vice President at
FineMark National Bank & Trust
August 2018 - Present
Managing Director & Senior Family Investment Officer at
Genspring
May 2008 - July 2018
Wealth Select Portfolio Strategist at
Genspring
May 2006 - May 2008
Senior Associate at
Bernstein Private Wealth Management
May 1999 - May 2006
Paul Blatz Cfa
Education
University of Florida, Bsba
January 1996 - January 1999
University of Florida - Warrington College of Business, Bachelor Of Science
January 1996 - January 1999
Frequently Asked Questions about Paul Blatz Cfa
What is Paul Blatz Cfa email address?
Paul Blatz Cfa's primary email address is ******@finemarkbank.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Paul Blatz Cfa work for?
Paul Blatz Cfa is a Private Wealth Advisor & Senior Vice President at FineMark National Bank & Trust, a company specializing in Depository Credit Intermediation.
Where Paul Blatz Cfa graduated from?
Paul Blatz Cfa holds a degree in Finance from University of Florida.
How can I directly contact Paul Blatz Cfa?
To contact Paul Blatz Cfa directly, you can use the email address ******@finemarkbank.com. Complete contact information is available upon registration with Muraena.
Who is Paul Blatz Cfa?
Paul Blatz is a seasoned Private Wealth Advisor and Senior Vice President at FineMark National Bank & Trust, specializing in alternative investments and strategic financial planning. With over two decades of experience in wealth management, he has a proven track record of developing tailored investment strategies for high-net-worth clients. Paul has held leadership roles in various prestigious firms, including Genspring Family Offices and Bernstein Global Wealth Management. His expertise encompasses asset allocation, due diligence, and portfolio management, making him a trusted advisor in the financial services industry. He is known for his commitment to client relationships and for delivering exceptional financial services. Paul is actively involved in enhancing client experiences and has received multiple awards for his contributions to wealth management.
Paul`s contact details
******@finemarkbank.com
Colleagues
Executive Vice President & President of FineMark National Bank & Trust, Arizona
Associate Vice President - Deposit Ops
Vice President Marketing
Vice President & Investment Operations Manager
EVP/Chief Credit Officer
Chief Risk & Compliance Officer
Chief Operating Officer
Vice President Information Technology
Senior Vice President, Investment Research & Manager Selection
VP Treasury Management Specialist AAP