Paul Smith, AIF

Paul Smith, a seasoned investment and insurance professional, has worked with Financial Advisors, TPA's, RIA's, BD's, Hedge Funds, and corporate clients to build fiduciary risk management strategies via Professional Liability Insurance (E&O), Cyber, and appropriate bonding. With a career spanning from being a stockbroker at PaineWebber's Boston office to senior executive positions in Business Development at Transamerica, Paul has extensive experience in the industry.

He has earned the Accredited Investment Fiduciary® (AIF®) professional designation from the Center for Fiduciary Studies, associated with the University of Pittsburgh's Center for Executive Education, and the Accredited Retirement Plan Consultant® (ARPC®) designation from the Society of Professional Asset-Managers and Record Keepers (SPARK).

Paul studied BA, Philosophy at the University of Massachusetts, Amherst, and has held the Series 6,7.63, and 65 licenses. He is currently the Senior Vice President / Financial Institutions Insurance and Bonding at Starkweather and Shepley Insurance Corp of MA and has served as the Senior Vice President - Investment Advisory Division at North American Professional Liability Insurance Agency, LLC - NAPLIA, Regional Vice President, Vice President - Business Development Group, and Regional Consultant at Transamerica Asset Management, and Financial Advisor - Registered Rep at PaineWebber.

With his diverse background and expertise, Paul has developed a strong understanding of the investment and insurance industry, and he continues to guide and assist his clients with confidence.