Paul has been with Windrose since the firm's founding in 2009, bringing over 28 years of combined experience in family office management, audit, and tax, to his role as Controller and Chief Compliance Officer. Paul oversees and administers the compliance program at Windrose Advisors.  He is responsible for ensuring regulatory compliance in all aspects of our firm’s business and serving as a resource for our team for any compliance related issues. Paul ensures the firm is in full compliance with applicable laws and rules with focus on major regulatory initiatives, compliance risks, and trends that may impact the firm.  He also leads the firm’s Information Technology function, ensuring robust systems and secure infrastructure to support both the Windrose team and the evolving needs of clients.

Prior to joining Windrose, Paul served as Controller for a private family investment office in Boston, where he focused on financial investment operations along with family wealth and tax planning.   He began his career at Gray, Gray & Gray CPAs, rising to the role of Supervisor in the audit and tax practice. His background uniquely blends deep technical expertise with a strategic, service-oriented approach. 

Paul earned a Bachelor of Science in Accounting from Northeastern University and is a Certified Public Accountant in the Commonwealth of Massachusetts. He lives in Sharon, Massachusetts with his wife and has two grown sons.