Paul Hatch
Founding Partner - CEO at Vestria Capital | Dallas, Texas, United States
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Paul Hatch brings a wealth of experience and a unique perspective to his role as a Member of the Board of Directors at America's Warrior Project (AWP). With four decades in the investment and wealth management industry, he has honed his skills in executive management, asset allocation, and consulting, which he now leverages to support the mission of AWP. His extensive background includes founding and leading two successful firms, Convergency Partners and Vestria Capital, where he has demonstrated a commitment to innovation and strategic growth.
At America's Warrior Project, Paul is instrumental in shaping initiatives that connect veterans and their families with essential services and resources. His expertise in financial services and retirement planning is particularly valuable as AWP advocates for the financial well-being of veterans, ensuring they have access to the support they need. Paul’s leadership skills are pivotal in guiding the organization’s strategic vision, fostering partnerships with both private and public entities, and enhancing community integration solutions for veterans.
Key projects under his direction include the development of educational programs aimed at empowering veterans with knowledge about their benefits and resources. By advocating nationally for warriors and their families, Paul is dedicated to creating a supportive environment that addresses the unique challenges faced by veterans. His passion for service and commitment to excellence make him a vital asset to America's Warrior Project, as he continues to work towards a future where every veteran receives the recognition and support they deserve.
Founding Partner - CEO at Vestria Capital in March 2022 to January 2025
Member Board Of Directors at America's Warrior Project in January 2014 to June 2024
Founding Partner at Convergency Partners in August 2020 to May 2022
UBS WMA Northeast Divisional Director at UBS in April 2017 to December 2019
Head of Advice and Solutions, Wealth Management Americas at UBS in May 2014 to April 2017
Member Board of Directors at Wheelhouse Analytics in September 2013 to May 2014
CEO at KNUU Investment Solutions in April 2013 to May 2014
Vice Chairman at Morgan Stanley Smith Barney in June 2012 to April 2013
Head, Investment Strategy and Client Solutions at Morgan Stanley Smith Barney in April 2011 to June 2012
Director Investment Strategy and Solutions at Morgan Stanley Smith Barney in January 2010 to April 2011
Head Investment Products and Markets at Morgan Stanley Smith Barney in June 2007 to June 2009
Director Investment Advisory Services at Smith Barney in January 2003 to January 2007
Director National Sales at Smith Barney in December 2003 to December 2004
Deputy Director National Sales at Smith Barney in August 1997 to December 2003
Branch Manager at Smith Barney in January 1992 to August 1997
Financial Consultunt at E F Hutton in January 1984 to January 1990
Political Military Analyst, JCS, J-5 at US Navy in January 1983 to December 1984
Division Officer - USS Coontz at US Navy in February 1980 to December 1982
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Strategic Thinking
Talent Management
Consulting
Financial Advisory
Sales Management
Board of Directors
Business Relationship Management
Wealth Management
Sales
Product Development
Executive Management
Investments
Asset Allocation
Equities
Investment Strategies
Investment Management
Retirement Planning
Financial Services
Business Strategy
Start-up Ventures
Risk Management
Finance
Fixed Income
Series 63
Retirement
Entrepreneurship
Leadership
Training
Wealth Management Services
Series 24
Series 7
Management
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Discover more about Vestria CapitalWhat is Paul Hatch email address?
Email Paul Hatch at [email protected] and [email protected]. This email is the most updated Paul Hatch email found in 2026.
What is Paul Hatch phone number?
Paul Hatch phone number is +19417500833 and +12124684500.
How to contact Paul Hatch?
To contact Paul Hatch send an email to [email protected] or [email protected]. If you want to call Paul Hatch try calling on +19417500833 and +12124684500. (updated on October 23, 2024)
What company does Paul Hatch work for?
Paul Hatch works for Vestria Capital
What is Paul Hatch's role at Vestria Capital?
Paul Hatch is Founding Partner - CEO
What industry does Paul Hatch work in?
Paul Hatch works in the Financial Services industry.
Paul Hatch Email Addresses
Paul Hatch Phone Numbers
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