Paula is a Partner, co-founder, Private Wealth Advisor and leads the Advisor Team. Paula supervises a highly skilled team of advisory professionals who provide comprehensive family office services, including wealth accumulation, wealth preservation and multi-generational planning. Paula is a key member of the Investment Management team and is responsible for the overall investment policy, strategy and implementation.

Paula began her career in financial planning and investment management in 2001 at DCF Capital Partners. From 2002 to 2006 she worked as part of an investment and wealth management team at Northwestern Mutual / Robert W. Baird in Boston. In 2006 she was a founding employee of Riverview Capital Advisers.

As a member of the Investment & Wealth Institute, Paula earned her Certified Private Wealth Advisor (CPWA®) designation in 2007 and was named as one of the top female advisers in the country with such designation. Paula also holds the Certified Estate Planner designation in 2011 and holds a B.A. in economics from the University of Massachusetts. She is a member of the of the Investments and Wealth Institute® and the National Institute of Certified Estate Planners.