Paul Mangiardi
Paul Mangiardi

Paul brings over 15 years of experience in the Investment Management and Financial Services Industry. Prior to IHT, Paul was Vice President in Charles Schwabs North Shore Wealth Management Division. During that time, he successfully advised clients on important matters such as portfolio management and construction, federal and state estate planning, tax-efficiency, and detailed financial planning. Paul believes that financial planning is not just a Monte Carlo simulation or algorithm, but truly an evolving blueprint that needs to be amended and updated based on the clients unique and ever-changing situation. Pauls investment approach is anchored in bottom-up, fundamental research seeking to identify quality value investment opportunities while also adhering to a balanced and diversified portfolio.

Before his time at Charles Schwab, Paul was Managing Director for Zacks Investment Management. Under his leadership, Paul built and grew the Private Client Division with an extensive focus on handling the complex needs of individuals and families. In addition, he has experience in helping to manage foundations and endowments focusing on risk management and portfolio optimization within the framework of the investment policy statement.

Paul graduated from DePaul University with a degree in Finance.