Paulo Morejon

About Paulo Morejon

Paulo A. Morejon is a capital markets professional specializing in digital assets, derivatives, and global macro trends. He currently works with Caleb & Brown, a leading cryptocurrency brokerage serving high-net-worth individuals, family offices, and institutional clients. In this role, he supports clients in navigating the evolving digital asset landscape, providing execution support, market insights, and strategic guidance on portfolio positioning, liquidity, and risk management.Prior to entering the digital asset brokerage space, Paulo developed his foundation in commodities and derivatives markets, focusing on coffee and cocoa. His experience spans global supply chains, futures markets, and risk-mitigation strategies for commercial participants. This background provides him with a deep understanding of market structure, price discovery, and the macroeconomic forces that drive capital flows across asset classes.With a foundation in Economics from Penn State and professional experience in institutional trading environments, Paulo has gained hands-on exposure across both traditional and emerging markets. His analytical approach integrates macroeconomic research, fundamental and technical market intelligence, and derivatives frameworks including futures, options, and OTC structures to evaluate market opportunities and manage risk effectively.Beyond his professional role, Paulo is the founder of PM Capital Group, a market intelligence and research platform focused on capital markets education, long-term investing, and systematic trading strategies across equities, crypto, commodities, and macro trends. His mission is to help investors better understand market cycles, make informed financial decisions, and build durable wealth through disciplined, data-driven strategies

Experience

1. Client Success Specialist

   Caleb & Brown

   Dec 2025 — Present

   Lead primary coverage for retail, high network individuals, and entity clients, managing end-to-end crypto transactions including trade execution, funding, withdrawals, portfolio reallocations, onboarding, digital asset transfers, and account structuring in line with regulatory and compliance standards.• Partner with brokers, trading desks, operations, compliance, and custody teams to ensure timely, compliant execution across spot and structured crypto strategies, resolving execution, settlement, and risk-related issues.• Deliver market insights, product education, and execution support to enable informed trading and investment decisions while building long-term, consultative client relationships.• Manage and prioritize client workflows across U.S, West Coast, and APAC time zones, escalating complex, high-value, or time-sensitive transactions while maintaining ownership of outcomes.• Leverage Salesforce CRM to track client activity, identify trading patterns, surface opportunities, and drive process improvements that scale client coverage and execution efficiency.

Education

• The George Washington University

  Summer Credits

  2017 — 2017

• Harvard Business School

  CORe, Business Analytics, Financial Accounting & Managerial Economics

• Penn State University

  Bachelor of Science - BS, Economics

  2018