Paul Dryden, MBA, WMCP
Assistant Vice President, InvestmentsPaul serves as an Assistant Vice President on the Investment Team, joining the firm with almost three decades of industry experience.
Beginning his career with M&I Marshall & Ilsley Bank as a trader on the bank’s investments desk, he later transitioned to working as a portfolio manager with BMO Harris Private Bank. Most recently, Paul held various investment roles while supporting Northwestern Mutual investment management teams.
Paul obtained his bachelor’s degree in finance from the University of Wisconsin – Milwaukee and his MBA from Cardinal Stritch University. He also holds the Wealth Management Certified Professional designation (WMCP).
A Milwaukee native, Paul enjoys spending his free time with his wife Debra and their two sons, Jackson and Mitchell. They frequently travel together across the country to attend their boys’ multi-league soccer games. Paul is also an athlete himself, competing as a cyclist in both criterium and road racing.
Previous Experience
- Portfolio Manager at Prescient Financial Solutions
- Associate Wealth Management Advisor at Beauchamp Maleki Group
- Portfolio Manager at BMO Private Bank
- Investment Officer at BMO Harris Financial Advisors, BMO Funds, M&I Trust Company
Education & Credentials
- BBA, University of Wisconsin – Milwaukee, Finance
- MBA, Cardinal Stritch University
- Wealth Management Certified Professional (WMCP)
- FINRA Series 63 license
- Wisconsin Life and Health Insurance licenses
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
