Paul Fegan Email & Phone Number
Managing Partner and Co-Founder @ Navis Wealth Management
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Paul Fegan Location
- New York, NY, US
Paul Fegan Work
- 2018 -now Managing Partner and Co-Founder @
- 2018 -now Managing Partner @
- 2016 -2018 Financial Advisor, First Vice President @ Merrill Lynch Wealth Management, Bank of America Corporation
- 1997 -2015 Managing Director @ Clarfeld Financial Advisors
Paul Fegan Education
- Marist College
Bachelor's Degree
1992-1996
Paul Fegan Skills
- Generational Wealth Planning
- Private Family Wealth Management
- Goals Based Wealth Management
- Asset Management
- Wealth Management Strategies and Guidence
- Portfolio Management and Investment Stratgies
- Estate Planning Services and Wealth Transfer
- Customized Wealth Strategies
- Strategic Financial Strategies
- Film
Paul Fegan Summary
- Paul Fegan, based in New York, NY, US, is currently a Managing Partner and Co-Founder at Navis Wealth Management. Paul Fegan brings experience from previous roles at Navis Wealth Management, Merrill Lynch Wealth Management, Bank of America Corporation and Clarfeld Financial Advisors. Paul Fegan holds a 1992 - 1996 Bachelor's Degree @ Marist College. With a robust skill set that includes Generational Wealth Planning, Private Family Wealth Management, Goals Based Wealth Management, Asset Management, Wealth Management Strategies and Guidence and more. Paul Fegan has 2 emails and 2 mobile phone numbers on RocketReach.
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