Paul D. Blatz, CFA

Private Wealth Advisor, Investments, Senior Vice President

Paul Blatz is a Private Wealth Advisor and Senior Vice President at FineMark National Bank & Trust since August 2019. He has over 20 years of experience in investments and portfolio management.

Mr. Blatz responsibilities include developing a strong relationship with his clients, formulating their investment policy statement, selecting and implementing the optimal investment portfolio to meet their goals and objectives, maintaining and adjusting the portfolio as the markets evolve and presenting client performance reviews on a regular basis.