“Paul is a thoughtful and experienced pro. I would not hesitate to recommend his work!”
About
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Excited to welcome a friend and former Senior Advisor, Curtis Glovier to be a full-time partner and member of the Star Mountain family! I'm confident…
Excited to welcome a friend and former Senior Advisor, Curtis Glovier to be a full-time partner and member of the Star Mountain family! I'm confident…
Liked by Paul Olschwanger
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Welcome to our newest additions at #TrinityInvestors—our summer interns! Over the next couple months, these talented individuals will be immersed in…
Welcome to our newest additions at #TrinityInvestors—our summer interns! Over the next couple months, these talented individuals will be immersed in…
Liked by Paul Olschwanger
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Brett Hickey, Founder & CEO of #StarMountainCapital, shared insights on how private markets investors can navigate today's complex market dynamics by…
Brett Hickey, Founder & CEO of #StarMountainCapital, shared insights on how private markets investors can navigate today's complex market dynamics by…
Liked by Paul Olschwanger
Experience & Education
Licenses & Certifications
Volunteer Experience
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Podcast Host
CFA Society of Dallas - Fort Worth
- 3 years 2 months
Education
https://cfadfw.libsyn.com/
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Vice Chair Board of Directors
CFA Society of Dallas-Fort Worth
- 20 years
Education
Promote the highest standards of professional and ethical conduct among its members, while supporting the Chartered Financial Analyst designation.
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Diversity & Inclusion Advisory Board
Defined Contribution Institutional Investment Association (DCIIA)
- Present 5 years 1 month
Economic Empowerment
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Talent Pool Expansion Working Group
Investment Diversity Advisory Council
- Present 2 years 2 months
Economic Empowerment
Forum for the nation's largest institutional investors to discuss the academic, empirical, and business cases that support diverse decision-making best practices to promote diversity in finance, and data-driven strategies to track progress over time.
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Member
Society for Industrial and Organizational Psychology (SIOP)
- Present 3 years 4 months
As part of my commitment to performance coaching and pursuit of post-graduate studies, I joined initially as a member.
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Grocery Clerk
CitySquare
- 4 years 7 months
Poverty Alleviation
The mission of CitySquare is to fight causes and effects of poverty through service, advocacy and friendship
Courses
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The Birkman Certification
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Honors & Awards
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Psi Chi International Honor Society in Psychology
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Recommendations received
43 people have recommended Paul
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Welcome to the Star Mountain Family Scott E. Couto, CFA®! Looking forward to working with you as an aligned Senior Advisor and expanding our…
Welcome to the Star Mountain Family Scott E. Couto, CFA®! Looking forward to working with you as an aligned Senior Advisor and expanding our…
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For the past 43+ years I am finally calling it …. moving on to what I believe should be the best chapter in my life! I worked in so many industries…
For the past 43+ years I am finally calling it …. moving on to what I believe should be the best chapter in my life! I worked in so many industries…
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Asking is so much easier than telling, at least for me. Thanks again Franklin Parker, CFA for taking over the Charterholder Chatter Podcast which…
Asking is so much easier than telling, at least for me. Thanks again Franklin Parker, CFA for taking over the Charterholder Chatter Podcast which…
Shared by Paul Olschwanger
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New episode alert! The latest episode of Charterholder Chatter podcast is now available, and features Paul Olschwanger from #CWIMAdvisors Tune in to…
New episode alert! The latest episode of Charterholder Chatter podcast is now available, and features Paul Olschwanger from #CWIMAdvisors Tune in to…
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I am delighted to be launching European adaptation of CFA Institute #DEICode after a long journey of consultations, focus groups, working groups and…
I am delighted to be launching European adaptation of CFA Institute #DEICode after a long journey of consultations, focus groups, working groups and…
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Join us for CWIM's eagerly awaited Q3 event: “MoneyZen: The Secret to Finding Your Enough” featuring Manisha Thakor Date: Thursday, September 19…
Join us for CWIM's eagerly awaited Q3 event: “MoneyZen: The Secret to Finding Your Enough” featuring Manisha Thakor Date: Thursday, September 19…
Liked by Paul Olschwanger
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Our summer interns in Development/Investments and Operations are outstanding! They are intelligent, enthusiastic, and fit perfectly with our team…
Our summer interns in Development/Investments and Operations are outstanding! They are intelligent, enthusiastic, and fit perfectly with our team…
Liked by Paul Olschwanger
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Fun conversation with the wonderful Paul Olschwanger on living authentically as an investor, former CIO of the City of Philadelphia Board of pensions…
Fun conversation with the wonderful Paul Olschwanger on living authentically as an investor, former CIO of the City of Philadelphia Board of pensions…
Liked by Paul Olschwanger
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One week from today, on June 27th, the last episode of Charterholder Chatter podcast season 3 will air. Our new host Franklin Parker, CFA, will be…
One week from today, on June 27th, the last episode of Charterholder Chatter podcast season 3 will air. Our new host Franklin Parker, CFA, will be…
Posted by Paul Olschwanger
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Our CWIM Book Club – Live Q&A with the Author series has explored 8 transformative books on personal development and finance, and we have three more…
Our CWIM Book Club – Live Q&A with the Author series has explored 8 transformative books on personal development and finance, and we have three more…
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Today, I am reflecting on season 2 of the Charterholder Chatter podcast and grateful to have had so many wonderful people and leaders as our guests…
Today, I am reflecting on season 2 of the Charterholder Chatter podcast and grateful to have had so many wonderful people and leaders as our guests…
Posted by Paul Olschwanger
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3 years ago, the CFA Society Dallas/Fort Worth entrusted me with the task of starting and hosting the podcast, Charterholder Chatter. Transitioning…
3 years ago, the CFA Society Dallas/Fort Worth entrusted me with the task of starting and hosting the podcast, Charterholder Chatter. Transitioning…
Posted by Paul Olschwanger
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Our CEO and founder Tina Byles Williams recently sat down with Paul Olschwanger for an episode of the CFA Society Dallas/Fort Worth Charterholder…
Our CEO and founder Tina Byles Williams recently sat down with Paul Olschwanger for an episode of the CFA Society Dallas/Fort Worth Charterholder…
Liked by Paul Olschwanger
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Very thankful for the wonderful Dads in my life. Enjoy your day, Patrick J Reilly, CPA.
Very thankful for the wonderful Dads in my life. Enjoy your day, Patrick J Reilly, CPA.
Liked by Paul Olschwanger
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Thanks Jackie Charnley for making the introduction to our special guest Tina Byles Williams. What an honor to chat with her...
Thanks Jackie Charnley for making the introduction to our special guest Tina Byles Williams. What an honor to chat with her...
Shared by Paul Olschwanger
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