This $450M Money Manager Uses Stocks & Options To Gain An Edge In The Market - Meet Paul S. Stanley
23 Minuten
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Beschreibung
vor 6 Monaten
This $450M Money Manager Uses Stocks & Options To Gain An
Edge In The Market -
Meet Paul S. Stanley Managing Partner At Granite Bay Wealth
Management
Guest:
Paul S. Stanley, CFP, CPM Managing Partner At Granite Bay Wealth
Management $450M AUM
Website:
https://granitebaywm.com/
Bio:
Paul graduated from Bentley College with a Bachelor’s in
Economics and Finance. He spent the first ten years of his career
working at major Wall Street firms. In 2006 he opened Granite Bay
Wealth Management after realizing that independence was the only
way to truly offer what was best for his clients.
Paul obtained his CERTIFIED FINANCIAL PLANNER certification in
1999. He has successfully completed level one of the Chartered
Financial Analysts (CFA) exam. He also received his Certified
Portfolio Manager (CPM) designation through the Academy of CPM
and New York University’s Stern School of Business in 2022.
Paul currently serves as a Selectman for the Town of Greenland,
NH. He has served as an elected member of the MSAD 35 School
Board, Chairman of the South Berwick Sewer District, and a board
member of Marshwood Youth Baseball. He spends his free time
coaching baseball and soccer, cooking, traveling, golfing,
running, and playing guitar. Paul lives in Greenland, NH with his
partner Colleen and her daughter Annabelle and has two grown
sons: Trevor, who works as a financial advisor for Granite Bay,
and Chase, who is attending the University of Tennessee in
Knoxville.
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