Paul Morelli is the Managing Partner of Vernal Point Advisors and founded the firm in 2012. In his role he leads the design of customized family offices for clients and is involved in the design and integration of their tax and investment strategies. He is also a standing member of the investment committee. Since founding Vernal Point, Paul has advised on over $12 billion of family wealth.
Paul previously established and managed a single-family office in San Francisco, worked as an advisor at a bicoastal multi-family office, and worked as a management consultant. He is a Certified Financial Planner, Chartered Alternative Investment Analyst and a Chartered Financial Analyst. He received his B.A. in Economics from the University of Pennsylvania.
Over the course of Paul’s career, he has focused on developing educational programs on advanced wealth management topics. From 2011 to 2017, he established and chaired a regional alliance of non-profit professional associations focused on training wealth advisors to better serve the public. He has also trained the next generation of ultra-high net worth families to be better stewards of their financial and philanthropic resources.