The National Learning Institute

Paul B. Finn

The National Learning Institute March 5, 2013

I am a global executive with a corporate finance background and extensive international wealth management experience at BNY Mellon, Coutts & Co. and JP Morgan Inc. Key leadership positions in New York, London, Switzerland, Hong Kong and Brazil, and scope that extends to the Middle East.

I have a passion for the wealth management business and working with global private clients. I have been successful in building wealth management businesses (strategy, markets, people, products, policies, processes and systems) and guiding multi-disciplinary teams to deliver solutions tailored to the particular needs of international families. I have always been actively involved with important client relationships.

I have the ability to recruit and retain high-calibre talent, and develop staff into high-performing and cohesive teams. I also have been recognized for interpersonal skills, high emotional IQ and unique motivational approach to team engagement.

I have a deep understanding and familiarity with international markets – history, culture and local environments – as a result of substantial professional experience and multicultural upbringing: US national born in Egypt and raised in India, Pakistan and Kenya. Working knowledge of French, Spanish and Portuguese.

Career Synopsis

2012 – current:    Private Consulting Engagements

1999 – 2011          Managing Director & Division Head, International Wealth Management, BNY Mellon (New York)

1995 – 1999         Partner, Investment Services, Coutts & Co (London)

1994 – 1995         Director & Head of Investor Services, C.S. First Boston (London)

1975 -1994            JP Morgan & Co:

  • Managing Director & GM, JP Morgan (Suisse), Geneva, Switzerland, 1992-1994
  • VP & Head of Investor Services – Real Estate Advisory, Morgan Guaranty Trust Co., New York, 1989-1991
  • Executive Director & Head of Corporate Finance, JP Morgan Securities Asia Ltd., Hong Kong, 1985-1989
  • VP & Diretor Comercial, Banco Inter-Atlantico de Investimento SA, Rio de Janeiro, Brazil, 1982-1984
  • Prior JP Morgan roles in New York and London, 1975-1982.