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Paul Nolte Cfa

Paul Nolte has been serving families’ financial needs for over 30 years. Before joining Murphy & Sylvest in... | Elmhurst, Illinois, United States

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Paul Nolte Cfa’s Location Elmhurst, Illinois, United States

Paul Nolte Cfa’s Expertise Paul Nolte has been serving families’ financial needs for over 30 years. Before joining Murphy & Sylvest in 2023, Paul was with Kingsview as a financial advisor and a member of the investment committee, Paul also managed portfolios at a private wealth advisory firm. He also served as a Lead Portfolio Manager for Banc One and National City, helping set investment policies for portfolio managers firm-wide. With his strong interest in analytics, Paul devises a financial strategy that helps clients plan for the future – not only theirs but also for their beneficiaries. He tailors his advice to each client by integrating their life goals and personal finances while working with their attorneys and accountants to cover all their financial needs. Paul has also served in various capacities on the boards of the Elmhurst YMCA, DuPage Easter Seals, Elmhurst Swim Team, Elmhurst Police Pension and Elmhurst Fire Pension. You can hear him regularly on WGN and WBBM Radio in Chicago as well as quoted in various business outlets nationwide. – Illinois Wesleyan University, BA Business 1984 – DePaul Kellstadt Graduate School of Business, MBA Finance 1992 – Chartered Financial Analyst designation awarded 1993 – Member, CFA Society of Chicago Specialties: Wealth Management, Investment counselor focused on the asset allocation of client wealth.

Paul Nolte Cfa’s Current Industry Murphy And Sylvest Wealth Management

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Work Experience

Murphy And Sylvest Wealth Management

Senior Wealth Advisor/Market Strategist

Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Kingsview Partners

SVP Portfolio Manager

Sat Feb 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Keller Graduate School Of Management

Adjunct Professor

Fri Jun 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jun 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)

Dearborn Partners

Managing Director

Sun Nov 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Feb 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)

Hinsdale Associates

Director Investments

Mon Apr 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Nov 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)

Jpmorgan

Regional Director

Fri Jan 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)

National City Bank

Portfolio Manager

Fri Jan 01 1993 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time)

Skills

Languages

Paul Nolte Cfa Email Addresses

[email protected] Email

Paul Nolte Cfa Phone Number

No phone number available. Phone number

FAQ About Paul Nolte Cfa

Paul Nolte Cfa is located at
Elmhurst, Illinois, United States

Paul Nolte Cfa is a
Paul Nolte has been serving families’ financial needs for over 30 years. Before joining Murphy & Sylvest in 2023, Paul was with Kingsview as a financial advisor and a member of the investment committee, Paul also managed portfolios at a private wealth advisory firm. He also served as a Lead Portfolio Manager for Banc One and National City, helping set investment policies for portfolio managers firm-wide. With his strong interest in analytics, Paul devises a financial strategy that helps clients plan for the future – not only theirs but also for their beneficiaries. He tailors his advice to each client by integrating their life goals and personal finances while working with their attorneys and accountants to cover all their financial needs. Paul has also served in various capacities on the boards of the Elmhurst YMCA, DuPage Easter Seals, Elmhurst Swim Team, Elmhurst Police Pension and Elmhurst Fire Pension. You can hear him regularly on WGN and WBBM Radio in Chicago as well as quoted in various business outlets nationwide. – Illinois Wesleyan University, BA Business 1984 – DePaul Kellstadt Graduate School of Business, MBA Finance 1992 – Chartered Financial Analyst designation awarded 1993 – Member, CFA Society of Chicago Specialties: Wealth Management, Investment counselor focused on the asset allocation of client wealth. Murphy And Sylvest Wealth Management

Paul Nolte Cfa currently works in the
Murphy And Sylvest Wealth Management

Paul Nolte Cfa specializes in
Paul Nolte has been serving families’ financial needs for over 30 years. Before joining Murphy & Sylvest in 2023, Paul was with Kingsview as a financial advisor and a member of the investment committee, Paul also managed portfolios at a private wealth advisory firm. He also served as a Lead Portfolio Manager for Banc One and National City, helping set investment policies for portfolio managers firm-wide. With his strong interest in analytics, Paul devises a financial strategy that helps clients plan for the future – not only theirs but also for their beneficiaries. He tailors his advice to each client by integrating their life goals and personal finances while working with their attorneys and accountants to cover all their financial needs. Paul has also served in various capacities on the boards of the Elmhurst YMCA, DuPage Easter Seals, Elmhurst Swim Team, Elmhurst Police Pension and Elmhurst Fire Pension. You can hear him regularly on WGN and WBBM Radio in Chicago as well as quoted in various business outlets nationwide. – Illinois Wesleyan University, BA Business 1984 – DePaul Kellstadt Graduate School of Business, MBA Finance 1992 – Chartered Financial Analyst designation awarded 1993 – Member, CFA Society of Chicago Specialties: Wealth Management, Investment counselor focused on the asset allocation of client wealth.

Paul Nolte Cfa speaks the following languages:
No languages available.

Paul Nolte Cfa has prior experience in the following industries:
Kingsview Partners , Keller Graduate School Of Management , Dearborn Partners , Hinsdale Associates , Jpmorgan , National City Bank

Paul Nolte Cfa has the following professional experience:
Murphy And Sylvest Wealth Management , Kingsview Partners , Keller Graduate School Of Management , Dearborn Partners , Hinsdale Associates , Jpmorgan , National City Bank .