Financial Market Conditions – Updates and Future Outlook

Paul focuses on strategy development, market and economic analysis, investment selection, portfolio construction, and communicating our current strategy and investment philosophy to our nonprofit clients.

Prior to joining Raymond James in 2019, Paul had been a financial advisor with UBS since 2006. He began his career as a pit trader at the Minneapolis Grain Exchange, which led to a position as a grain trader with Hamburg, Germany-based trading house AC Toepfer. He also spent five years as director of research for the National Coalition for Advanced Manufacturing in Washington, D.C. He holds Series 7 and 66 licenses. Paul graduated from the University of Minnesota in 1991 where he received a Bachelor of Arts in international relations. After moving to the Washington, D.C., area in 1999, he attended the Elliott School of International Affairs at George Washington University where he focused on international trade and finance. Paul and his wife, Stephanie, have three children and live in Bethesda, Maryland. In his free time, Paul is an avid Crossfitter.

Adam is an institutional consultant, retirement plan consultant and financial advisor on our institutional consulting team. His responsibilities include committee/board engagement and working with our clients on asset allocation strategy, investment policy design, risk assessment and investment reviews.

Prior to joining Raymond James in 2019, Adam was a member of the UBS Institutional Consulting Advisory Council, a group of 12 institutional consultants from around the country that helped advise the firm on all aspects of the institutional business.

Adam has been licensed for over 14 years. He chairs the Investment Committee of the Jewish Foundation for Group Homes and has been a featured speaker at nonprofit industry conferences such as the Greater Washington Society of CPAs (GWSCPA) and the American Society of Association Executives (ASAE). He graduated with a Bachelor of Arts in government and politics from the University of Maryland and is a CFA charter holder.

When not serving clients, Adam enjoys spending time with his wife, Kate, and children, Emily, Ben and Charlotte. He enjoys cooking, golf and Maryland sports.

Kevin has spent the entirety of his professional career working with or for non-profit organizations. He started in membership and communications and has served as CEO of three associations, joining EBAA in 2011. He graduated from Georgetown University with a degree in marketing. Kevin believes that an association is most effective when it commits to strengthening its relationships with its members and supporting their needs.