Eileen J. Paul, CFP ®, has joined Forefront Wealth Managment practice as a Financial Planner. Eileen brings over 30 years of expertise in the financial planning, investment management, and Registered Investment Advisor (RIA) industries working with both institutional and private clients. At ForeFront she will be working alongside Carl Schultz advising clients on their financial planning and investment decisions. Eileen has been a client of Carl’s financial practice since 2010.
Eileen began her investment career in 1987 at CS First Boston’s Institutional Fixed Income department where she spent eight years learning the complexities of mortgage, corporate and asset-back fixed income securities. In 1997 Eileen joined Rittenhouse Asset Management advising clients on both equity and fixed income securities. Her broad securities background lead her to the position of Vice President, Institutional Client Services. Eileen’s responsibilities included managing the department’s support team, establishing clients’ risk tolerances, ensuring compliance to clients’ investment policies, trading and minimizing capital gains for taxable accounts.
During Eileen’s financial career, she observed the unique needs of female clients were often ignored and she wanted to focus on educating and empowering women to make their own smart financial decision. This motivated her to obtain the CERTIFIED FINANCIAL PLANNER ™ certification. She joined Hotaling Investment Management RIA practice in 2011 as a Financial Planner, leading their comprehensive financial planning services, with a focus on Wealth for Women. In 2016 Eileen was asked to join Prowell Financial Management, LLC to implement a Client Relationship Management and Reporting platform. Additional responsibilities included customized wealth services to high net-worth clients of large closely- held corporations.
Eileen holds the CERTIFIED FINANCIAL PLANNER™ certification and a Bachelor of Arts degree from Muhlenberg College in Allentown, PA where she majored in Business Administration and Accounting.