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    • Paul Scudellari, CFP®

      Friday, 21 September 2012 7:57   admin

      DIRECTOR OF BUSINESS DEVELOPMENT, PARTNER

      Paul Scudellari has over 15 years of experience in the financial services industry. He most recently spent 11 years with Charles Schwab Advisor Services (CSAS) consulting with over 125 registered investment advisors in Atlanta and across the Southeast. Before leaving CSAS to become the Director of Business Development at Wela Strategies, he provided practice management and business planning solutions to 23 independent investment advisory firms that collectively provide financial counsel on over $20 billion to individuals, families, foundations and institutions.

      Paul previously spent almost five years with Goldman Sachs. The majority of that time he spent as a member of the Goldman Sachs Asset Management group that was responsible for managing over $15 billion for other institutions, foundations and ultra-high, net-worth families.

      Paul is a member of North Point Community Church, and he serves as an Honorary Board member for the Special Olympics of Georgia. Away from Wela, he enjoys spending time with his family and friends.