Directory
>
Paul Lally
Paul Lally
National Practice Leader: Wealth & Asset Managment Industry | Wipfli
Upper Providence Township, Pennsylvania, United States
Paul Lally
Summary
Paul Lally is a seasoned financial services expert with over 30 years of experience, currently serving as a Partner and National Practice Leader at Wipfli LLP. He specializes in guiding wealth and asset management firms through growth and transformation strategies, leveraging his extensive background in acquisitions, digital transformation, and strategic financial planning. Leading a team of over 200 professionals, he provides comprehensive consulting and technology solutions tailored to the unique challenges of the industry. His insights are sought after as a thought leader and speaker, where he addresses key trends affecting financial services. Paul is also actively involved in multiple advisory roles, demonstrating his commitment to the industry's evolution. He holds a Bachelor of Science degree from Widener University, specializing in Public Relations and Communication. His career reflects a blend of leadership, strategic planning, and a passion for helping businesses thrive in a competitive landscape.
Paul Lally
Work Experience
National Practice Leader: Wealth & Asset Managment Industry at
Wipfli
September 2020 - Present
Board Member at
Wipfli Financial Advisors
June 2019 - Present
Lead Principal - Business Transition Group at
Wipfli
November 2017 - Present
Member Board Of Directors at
Truelytics (Acquired by Envestnet)
November 2016 - May 2019
Advisory Board Member at
Traust Sollus Wealth Management
January 2015 - July 2018
Co-Founder at
Gladstone Associates, LLC
August 2002 - November 2017
Principal at
Arthur Andersen
December 2000 - May 2002
Managing Director & Senior Business Advisor at
Wells Fargo & Company
January 1990 - December 2000
Paul Lally
Education
Widener University, Bachelor Of Science (B.S.)
Frequently Asked Questions about Paul Lally
What is Paul Lally email address?
Paul Lally's primary email address is ******@wipflifinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Paul Lally work for?
Paul Lally is a National Practice Leader: Wealth & Asset Managment Industry at Wipfli.
Where Paul Lally graduated from?
Paul Lally holds a degree in Public Relations, Advertising, And Applied Communication from Widener University.
How can I directly contact Paul Lally?
To contact Paul Lally directly, you can use the email address ******@wipflifinancial.com. Complete contact information is available upon registration with Muraena.
Who is Paul Lally?
Paul Lally is a seasoned financial services expert with over 30 years of experience, currently serving as a Partner and National Practice Leader at Wipfli LLP. He specializes in guiding wealth and asset management firms through growth and transformation strategies, leveraging his extensive background in acquisitions, digital transformation, and strategic financial planning. Leading a team of over 200 professionals, he provides comprehensive consulting and technology solutions tailored to the unique challenges of the industry. His insights are sought after as a thought leader and speaker, where he addresses key trends affecting financial services. Paul is also actively involved in multiple advisory roles, demonstrating his commitment to the industry's evolution. He holds a Bachelor of Science degree from Widener University, specializing in Public Relations and Communication. His career reflects a blend of leadership, strategic planning, and a passion for helping businesses thrive in a competitive landscape.
Paul`s contact details
******@wipflifinancial.com
******@wipfli.com
Colleagues
Chief Financial Officer
Board Member
Senior Manager CIO Advisory Services
Partner and Chief Technology Officer - Business Solutions Group
Principal
Partner - Private Equity & Transaction Advisory Services National Leader
Partner/Chief Information Officer
Advisory Board Member
Senior Consultant, CIO Advisory Services
Manager - Outsourced CFO & Controller Services