Paul Robertson is a Senior Portfolio Manager with Bernstein’s Wealth Strategies Group and a member of the PrivateClient Investment Policy Group. He joined the firm in 1998 as a research associate and became a research analyst in 2000. In 2004 Paul was appointed senior Portfolio Manager and joined the Private Client Investment Policy Group. Between 2007 and 2009 he was also a member of the Alternative Investments team. Previously, he worked as a consultant for McKinsey & Co., Inc.; as a portfolio manager and quantitative analyst for Commonwealth Funds Management, an Australian funds manager; and as an economist for the Australian government. Paul earned a bachelor’s degree in economics from the University of Melbourne, a law degree from the Australian National University and an MBA from CornellUniversity.
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Delaware County Attorney CPA Forum
Promoting the exchange of ideas and discussions on current topics and laws of interest.
Delaware County Attorney CPA Forum 