Geoffrey Paul

Geoffrey Paul joined United Capital in 2025, bringing more than 40 years of experience specializing in custom investment management and advisory for high-net-worth individuals and families. Geoffrey began his Wall Street career with Merrill Lynch while still a college student and became their youngest First Vice President at age 24.

Geoffrey then joined the privately held Oppenheimer & Co, where he became a Managing Director and Limited Partner. While at Oppenheimer, he founded The Paul Group, specializing in a tailored approach to investment management and advisory for high-net-worth individuals and families. Geoffrey continued his role as Chief Investment Strategist of The Paul Group while serving as Managing Director with Bear Stearns & Co., UBS Financial Services and, most recently, Morgan Stanley.

A noted historian and lecturer, Geoffrey has advised private collectors, estates and institutions on significant art, objects and historic properties. Geoffrey has consulted on the sale, purchase and placement of important items in the permanent collections of the Metropolitan Museum of Art, Yale University Art Gallery, Winterthur Museum, Detroit Institute of the Arts and many other notable institutions. He earned his Bachelor of Arts degree in economics and business from Rollins College.