Leadership Team

Paul Bonaros

Director of Investment Strategy Group

Leading our firm's investment strategy work — translating market dynamics into clear thinking, sound portfolios, and better outcomes for the clients our advisors serve.

Paul Bonaros — Director of Investment Strategy Group, Signature Financial Solutions
About Paul

Markets, strategy, and the work behind every portfolio decision

Paul manages our firm's Strategic Investment Group and coordinates our Advisor Investment Advisory Committee. He leads our advisors through a weekly market update session — providing insight into market dynamics, the forces driving them, and the tactical and strategic considerations advisors should be weighing as they manage client assets and engagement.

Paul also manages his own risk-adjusted portfolios for clients, serves as a strong resource for investment system strategies, and steps in as a "second-chair advisor" when our advisors need a second set of eyes — typically on more complex engagements.

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Want to talk with Paul?

Whether it's investment strategy, market positioning, or a portfolio question you'd like to walk through — Paul is happy to talk.