Paul Francis Duval

Paul Francis Duval

Chief Executive Officer presso Genesis Wealth Advisors LLC

Consumer Services
Finance

Profilo

Mr. Paul F.
Duval, Jr., is a President at Genesis Wealth Advisors LLC.
Mr. Duval has been with the firm since 2011 and its predecessor firm, Genesis Capital Advisors, Inc., since 1993.
In this role, he is responsible for leading the firm’s growth and managing several client relationships.
Mr. Duval uses his broad knowledge of investments and wealth management issues to create customized strategies for individual and institutional clients.
He also oversees the firm’s affiliated advisors and serves as the firm’s chief compliance officer.
Mr. Duval earned a BA in Chemistry from Holy Cross College and an MBA at Babson College.
He also earned his Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from The American College.
Mr. Duval is a member of the Financial Planning Association and the Greater Boston Chapter of the Society of Financial Service Professionals.
He prides himself on having fulfilled the Society’s continuing education requirements since 1992.

Posizioni attive di Paul Francis Duval

SocietàPosizioneInizio
Chief Executive Officer 01/06/2011
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Formazione di Paul Francis Duval

College of the Holy Cross (Massachusetts) Undergraduate Degree
Babson College Masters Business Admin

Esperienze
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Aziende private

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Aziende private1

Finance

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