Paul Strid
Georgetown University McDonough School of Business
Tell me more about Paul Strid?
Paul Strid is a highly experienced investment professional with 24.8 years of work experience. He specializes in investments, portfolio management, wealth management, alternative investments, and retirement planning. Based in the United States, Paul has been a founding principal and CEO of Concentus Wealth Advisors, a firm that provides integrity, reliability, simplicity, and family support. He is proud of the firm's long-standing history and the trust, confidence, and support of their client families. Paul is grateful for the ongoing support and support they have provided to the community for many years.
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About
On February 19th, 2014, our team broke free from the constraints of “Big Wall Street” and formed an Independent Registered Investment Advisor group, which you now know as Concentus Wealth Advisors.We were fiercely motivated by the desire to build a firm focused on integrity, reliability, simplicity, and family, led by team members who provide clients with unmatched, innovative wisdom that can only come from deep experience and a client-first mentality.Seven years later, we are so proud of the firm we have built, all thanks to the trust, confidence, and support of our wonderful roster of client families. We are honored to be stewards in protecting and growing so many families’ rivers of wealth.Thank you for your ongoing support. We are grateful for the opportunity to continue to serve our community for many years to come.----- Feel free to email ([email protected]) or call (610-994-9192) to arrange a 10-minute introductory call.Who We Are: https://concentus.com https://www.linkedin.com/in/paulstrid
...See MoreWork Experience
Founding Principal | Chief Executive Officer
Founding Principal | Chief Executive Officer
Financial Services
Paul Strid's Professional Milestones
- Founding Principal | Chief Executive Officer (2014-02-01~): Building a successful and sustainable company through strategic leadership and exceptional management.
- Founding Principal | Chief Executive Officer: Transformed the company's culture and strategic direction, meeting strategic goals for success and profitability.
Education
Finance
1993-1997Skill
Investments
Portfolio Management
Wealth Management
Alternative Investments
Retirement Planning
Asset Management
Financial Modeling
Investment Advisory
Financial Analysis
Asset Allocation
Private Equity
Capital Markets
Certification
Colleagues
Other Named Paul Strid
Frequently asked questions
We found 4 Paul Strid's email addresses
We found 4 Paul Strid's phone numbers
Paul Strid's social media include: Linkedin,
Paul Strid works for Concentus Wealth Advisors
Paul Strid's role in Concentus Wealth Advisors is Founding Principal | Chief Executive Officer
Paul Strid works in the industry of Financial Services
Paul Strid's colleagues are Erik Strid,Donna McNally,Erik Strid
Paul Strid's latest job experience is Founding Principal | Chief Executive Officer at Concentus Wealth Advisors
Paul Strid's latest education in Georgetown University McDonough School of Business