Profil
Mr. Paul J.
Carroll is a Principal & Wealth Manager at Avion Wealth LLC.
He is also the Founder & Chief Executive Officer of the firm.
Mr. Carroll leads a team of wealth managers in building and executing financial plans for high net worth individuals and families.
Mr. Carroll graduated summa cum laude from the University of Maryland in 1985 with a Bachelor of Science degree in Business.
He subsequently earned his Master of Science degree in Finance at Texas A&M University, graduating in 1987.
He has a Certified Financial Planner designation.
Aktive Positionen von Paul Jamess Carroll
| Unternehmen | Position | Beginn |
|---|---|---|
Avion Wealth LLC
Avion Wealth LLC Investment ManagersFinance Avion Wealth builds custom asset allocation models built around their client’s specific needs and holdings, incorporating the latest methodologies including dynamic asset allocation, household level rebalancing, tax managed asset location, among others. | Vorstandsvorsitzender | 14.11.2003 |
The Cynthia Woods Mitchell Pavilion
The Cynthia Woods Mitchell Pavilion Movies/EntertainmentConsumer Services Operates as a amphitheatre | Direktor/Vorstandsmitglied | - |
Ausbildung von Paul Jamess Carroll
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Texas A&M University
Texas A&M University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Maryland
University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Cynthia Woods Mitchell Pavilion
The Cynthia Woods Mitchell Pavilion Movies/EntertainmentConsumer Services Operates as a amphitheatre | Consumer Services |
Avion Wealth LLC
Avion Wealth LLC Investment ManagersFinance Avion Wealth builds custom asset allocation models built around their client’s specific needs and holdings, incorporating the latest methodologies including dynamic asset allocation, household level rebalancing, tax managed asset location, among others. | Finance |
















