Geoffrey Paul
Managing Director, United Capital Financial Advisors
Geoffrey Paul joined United Capital in 2025, bringing more than 40 years of experience in investment management and advisory services for high-net-worth individuals and families. He began his career with Merrill Lynch while still a college student and became the firm’s youngest First Vice President at age 24. Geoffrey later joined Oppenheimer & Co., where he became a Managing Director and Limited Partner and founded The Paul Group.
Throughout his career, Geoffrey continued his role as Chief Investment Strategist of The Paul Group while serving as a Managing Director with Bear Stearns & Co., UBS Financial Services, and Morgan Stanley. He has also advised private collectors, estates, and institutions on significant art, objects, and historic properties. Geoffrey earned a Bachelor of Arts in economics and business from Rollins College.
