About Us

Paul Lehman CFA is a long-time seasoned investment manager with over 40 years of experience. He has seen plenty of ups and downs in the markets, which knowledge he also augments with an extensive knowledge of financial and investment history. His background includes management of investments for individual taxable accounts, retirement accounts, charitable organizations, multi-generational trusts and Savings & Loans.

He is a graduate of John Carroll University and holds an MBA in Finance from Cleveland State University's James J. Nance College of Business.

As a Chartered Financial Analyst and a Certified Financial Planner, Paul works in a fiduciary capacity putting clients' interests first, maintaining objectivity and working with the utmost in integrity.

• CFA - Chartered Financial Analyst
• CFP™ - Certified Financial Planner
• MBA Finance - Masters of Business Administration
• Member - Estate Planning Council of Cleveland