Eileen Paul, CFP®Financial Planner, Chief Compliance Officer
Eileen J. Paul, CFP ®joined Forefront Wealth Management in August 2019 and brings over 30 years of knowledge in the financial planning, investment management, and registered investment adviser industries working with both institutional and private investors. Throughout her career, Eileen has observed the unique needs of female investors were often ignored. So, she began specializing in educating and empowering women to make smart financial decisions through comprehensive financial planning. Some of her other areas of expertise include block trading and portfolio oversight. Eileen also manages the compliance operations and supervision of Forefront Wealth Management.
Before joining Forefront Wealth Management, Eileen worked for several well-respected financial institutions. Her career began 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/Nuveen Investment Management, advising investors on both equity and fixed income securities. Her broad securities background led her to the position of Vice President, Institutional Client Services. Eileen's responsibilities included managing support teams, establishing investor risk tolerance, ensuring compliance, trading, and minimizing capital gains taxes.
In 2011, Eileen moved into the registered investment adviser space joining Hotaling Investment Management as a Financial Planner leading their comprehensive financial planning services, with a focus on Wealth for Women. Five years later, Eileen was asked to join Prowell Financial Management, LLC, to implement a Client Relationship Management and Reporting platform.
When Eileen is away from the office, she loves to cook for her family and even her dogs. Eileen's other hobbies include gardening, reading, and taking exercise classes.