Paul Ahern

About Paul Ahern

NextFolio uses advanced technology to create custom portfolio models by accessing the…

Experience

1. Managing Partner

   NextFolio

   Sep 2023 — Present · Sarasota, FL, US

   NextFolio is transforming active management by leveraging data science and machine learning to systematically capture the real-time, high-conviction stock selections of institutional mutual fund and ETF managers.Through our proprietary Ensemble Active™ approach, we address the core challenges of traditional active management—manager bias, inconsistent performance, and high fees—by delivering concentrated, style-consistent portfolios across all U.S. equity style boxes.We don’t guess where alpha is—we measure where it’s happening. By harnessing institutional insights in real time, NextFolio empowers investors with scalable, cost-effective solutions that aim to improve outcomes across portfolios.Our mission is simple: to give CIOs, advisors, and institutional investors access to smarter tools and sharper signals—built for today’s dynamic markets.

Education

• University of Massachusetts Dartmouth

  BA, Economics / Political Science

  1978 — 1982

• University of Maine

  MBA, Finance / Marketing

  1984 — 1986

Skills

• Investment Advisory
• Asset Allocation
• Overlay
• Reducing Operating Costs
• Banking
• Streamlining Operations
• Financial Services
• Umh
• Process Automation
• Strategic Planning
• Manufacturing Scale-Up
• Change Management
• Wealth Management
• Uma
• Financial Advisory
• Strategic Financial Planning
• Finance
• Asset Management
• Technology Integration