Paul Blease,

Director of CEO Advisor Institute

Paul Blease is a noted veteran with more than 25 years of experience as a successful financial advisor, branch and complex manager, and senior executive at two major wire house firms. Now, as a nationally recognized thought leader, Paul helps financial advisors and complex managers review and transform how they run their businesses, lead their teams, and balance their lives.

  • B.A. from University of Arizona

Tenure

  • 35YRS

    Industry

  • 3YRS

    Oppenheimer

Insights

Blog

Graduating? The Future Is Brighter than You Think

Paul Blease

Director of CEO Advisor Institute

Brian Levitt

Senior Investment Strategist

Contrary to the popular press, the U.S. actually has economic tailwinds at its back.

Blog

The Truth About Sell in May and Go Away

Paul Blease

Director of CEO Advisor Institute

Brian Levitt

Senior Investment Strategist

So does “Sell in May and Go Away” work?…in short, no.

Blog

Compelling Conversations About Wealth Management

Paul Blease

Director of CEO Advisor Institute

Brian Levitt

Senior Investment Strategist

Ideas to help retail investors make better decisions and stay on track.

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