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Paul Lally

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Paul Lally

National Practice Leader: Wealth & Asset Managment Industry | Wipfli

Upper Providence Township, Pennsylvania, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Paul Lally

Work Experience

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National Practice Leader: Wealth & Asset Managment Industry at

Wipfli

September 2020 - Present

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Board Member at

Wipfli Financial Advisors

June 2019 - Present

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Lead Principal - Business Transition Group at

Wipfli

November 2017 - Present

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Member Board Of Directors at

Truelytics (Acquired by Envestnet)

November 2016 - May 2019

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Advisory Board Member at

Traust Sollus Wealth Management

January 2015 - July 2018

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Co-Founder at

Gladstone Associates, LLC

August 2002 - November 2017

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Principal at

Arthur Andersen

December 2000 - May 2002

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Managing Director & Senior Business Advisor at

Wells Fargo & Company

January 1990 - December 2000

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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

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******@wipflifinancial.com

******@wipfli.com

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