OUR TEAM

a unique combination of skills across a broad range of industry sectors


Experience  Paul has over twenty-five years of experience in all aspects of corporate banking, corporate finance, entrepreneurship, and wealth management services and currently serves as Managing Partner of Cerium Capital—a middle market investment bank that specializes in meeting the needs of technology and business services. Cerium Capital is affiliated with Dragonfly Capital for M&A and Corporate Finance transactions. Prior to Cerium Capital, Paul was a Managing Partner at Tobin Solitario Investment Banking Group and Senior Vice President in the Private Client Group at First Citizens Bank. From 1995 to 2001, Paul served as a Vice President in First Union Capital Market's Healthcare Finance Group and from 1987 to 1995, Paul was a founding member of First Union's Private Banking Group. Paul has also run his own company, PPN Wireless, which was a marketing and market research technology venture that provided services to the pharmaceutical and medical device industry. Paul served as the interim treasurer for MedCath, Inc., a $500mm specialty hospital company. Paul is an advisor to and on the board of Novarus Mobile Technologies, a leading software development firm in Charlotte.

Education  BS Economics – College of William and Mary

Personal  Paul is the Founder and President of both the Charlotte Regional Technology Executives Council and Wed3—The Angel Forum of Charlotte and a member of the Association for Corporate Growth and the Entrepreneurial Leadership Circle at the McColl School of Business. Paul holds the Series 24, 7, 66, 79, and 63 securities license designations.