Paula serves as a Managing Director, Private Wealth Client Services at Cresset. In this role, she collaborates closely with advisors and clients to deliver personalized experiences and solutions to effectively address the complex needs of our clients and their families while also overseeing the day-to-day client experience.
Prior to joining Cresset, Paula was a Managing Director on the Partner Advisory team at CH Investment Partners. Before that, she spent 15 years at Goldman Sachs, where she served as a Vice President and Wealth Management Professional in the Private Wealth Management division. She has 25 years of experience in the wealth management industry.
Paula graduated from The University of Phoenix with a bachelor’s degree in business administration and marketing. She lives in the Dallas area with her husband, two sons and a rescue pug named Chuy.