His passions include spending time with his family, gardening, Tai Chi, fly fishing, and Colorado’s Roaring Fork Valley.
He currently supports local educational and community groups, including the Aspen Institute and Slow Food Roaring Fork. Paul has a history of community involvement, with past service as the President of the Glendale Symphony Orchestra Association, CFO of the Glendale Community Foundation, and as a member of an advisory board of Occidental College. He earned the credentials of a Certified Investment Management Analyst SM (CIMA ®) and received the prestigious Wealth Advisor designation at UBS Paul is a graduate of Occidental College and the University of Colorado Graduate School of Public Affairs. Over his career, he has developed leading-edge, best practices in portfolio construction, risk management, cash flow analysis and wealth planning, with specific expertise in fixed income and asset allocation. Bringing together broad wealth management expertise, financial market savvy and practical life experience, Paul prides himself on having a positive influence on a wide array of hard-working and conscientious clients. Before launching The Kinney Group as an independent firm, Paul had over 30 years’ success as a financial advisor and wealth advisor at UBS, and Morgan Stanley and its predecessor firms.
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