Perfil
Mr. Paul F.
Duval is a Founder at Genesis Wealth Advisors LLC.
He served as President of Genesis Wealth Advisors, LLC from 2011 and its predecessor firm, Genesis Capital Advisors, Inc., from 1993 until 2025.
In 2025 he stepped back from the day to day into an advisory position where he brings his years of experience to help the firm to continue to grow and support its client.
He uses his broad knowledge of investments and wealth management issues to create customized strategies for individual and institutional clients.
He earned a BA in Chemistry from Holy Cross College and earned his MBA at Babson College.
He also earned his Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from The American College.
Paul 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.
Cargos activos de Paul Duval
| Empresas | Cargo | Inicio |
|---|---|---|
Genesis Wealth Advisors LLC
Genesis Wealth Advisors LLC Investment ManagersFinance Genesis employs fundamental analysis in developing investment strategies for its clients. | Fundador | 01/01/1993 |
Formación de Paul Duval.
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
College of the Holy Cross (Massachusetts)
College of the Holy Cross (Massachusetts) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Babson College
Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Genesis Wealth Advisors LLC
Genesis Wealth Advisors LLC Investment ManagersFinance Genesis employs fundamental analysis in developing investment strategies for its clients. | Finance |
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