Paul Cummings Email & Phone Number
Partner, Chief Wealth Officer @ Transcend Wealth Collective
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Paul Cummings Location
- New York, NY, US
Paul Cummings Work
- 2025 -now Partner, Chief Wealth Officer @
- 2023 -2025 Managing Director @
- 2021 -2023 Head of Family Office, Foundations and Endowments @
- 2012 -2021 Managing Director of Northeast Region @
- 2006 -2012 Managing Director @
- 1992 -2006 Managing Director @
- 1991 -1992 Marketing Associate @
Paul Cummings Education
- St. Lawrence University
Bachelor of Arts - BA (American History (United States))
1988-1991
Paul Cummings Skills
- Asset Managment
- Investments
- Equities
- Asset Allocation
- Investment Management
- Alternative Investments
- Mutual Funds
- Hedge Funds
- Investment Strategies
- Wealth Management
- Financial Services
- Strategic Financial Planning
- Wealth
- Strategy
- Private Equity
- Asset Management
- Portfolio Management
- Fixed Income
- Management
- Financial Planning
- Team Building
- Institutional Investments
- Microsoft Office
- Microsoft Excel
- Project Management
- Marketing Strategy
- Offshore Funds
Paul Cummings Summary
- Paul Cummings, based in New York, NY, US, is currently a Partner, Chief Wealth Officer at Transcend Capital Advisors. Paul Cummings brings experience from previous roles at Geller, Fiduciary Trust International, Abbot Downing and Bank of America. Paul Cummings holds a 1988 - 1991 Bachelor of Arts - BA in American History (United States) @ St. Lawrence University. With a robust skill set that includes Asset Managment, Investments, Equities, Asset Allocation, Investment Management and more. Paul Cummings has 4 emails and 3 mobile phone numbers on RocketReach.
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