Paul McCormack, CFP®, AAMS®

Managing Director, Family Wealth Advisor

Paul has over three decades of financial services industry experience working with business owners, affluent individuals, and families helping them to develop and implement strategies to protect, grow and transfer their wealth. Prior to joining the firm, Paul worked in several local offices for UBS Financial Services as well as Sagemark Consulting/Lincoln Financial Advisors. Before becoming a personal financial advisor, Paul worked as an investment banker with Ernst & Young in Cleveland and TM Capital Corp. in New York City focusing on middle market mergers and acquisitions.

Paul earned a Bachelor of Arts degree in Economics from Middlebury College and a Masters of Business Administration degree in Finance & Management from Columbia University’s Columbia Business School. Paul earned the Certified Financial PlannerTM and Accredited Asset Management SpecialistSM designations in 2007. Paul is a member of the Mayfield Sandridge Club, Chagrin Valley Country Club and the Cleveland Racquet Club. Paul currently holds or previously held leadership positions in the Chagrin Fall’s Dad’s Club, Chagrin Falls Boosters Club, Chagrin Falls Educational Foundation and the Kensington Green Homeowner’s Association. He is also a founding member of the Chagrin Falls Legends Club that raises money for the local school system.

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