Paul Fernandes is a Client Relationship Manager and Vice President within the Rockefeller Global Family Office. Paul advises ultra-high-net-worth families on investment management, tax and estate planning, philanthropy, insurance, client accounting services, and risk management.
Prior to joining Rockefeller, Paul was a Vice President in the Ayco Family Office, a Goldman Sachs Company. While servicing ultra-high-net-worth and multiple generation families throughout his 8-year career at Ayco, he provided educational training, career development and guidance to his fellow associates.
Paul earned his bachelor’s degree in Finance and International Business, followed by his MBA degree from State University of New York at New Paltz. Paul holds his FINRA Series 7 and Series 66 licenses.