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Paul Demaio

Role
Chief Executive Officer Managing Partner at Advizorstack
Location
Miami-Fort Lauderdale, FL, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Chief Executive Officer Managing Partner

    Advizorstack

    Dec 2022 — Present

    Providing an integrated technology stack that drives Advisors’ forward allowing them to focus on the most valuable piece of business; relationships and creating time.

Education

  • The Wharton School

    Certified Investment Management Analyst, Finance and Financial Management Services

  • BS Univ of Pittsburgh

    Bachelor of Science (BS), Business/Managerial Economics

    1985 — 1989

  • The Wharton School

    CIMA, Finance and Financial Management Services

Skills

  • Securities
  • Alternative Investments
  • Separately Managed Accounts
  • Wealth Management
  • Etfs
  • Financial Services
  • Asset Management
  • Asset Allocation
  • Investments
  • Sma
  • Portfolio Management
  • Mutual Funds
  • Series 7

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Paul Demaio — Chief Executive Officer Managing Partner at Advizorstack in Miami-Fort Lauderdale, FL, US | Unifers