Paul Marsh
Portfolio Risk Advisor, Senior Analyst

paulbwWith over 30 years of investment and financial experience, Paul Marsh has served as a Senior Equity Analyst, Portfolio Risk Manager, and Commercial Banking Officer.  Mr. Marsh is now a valuable member of The Rice Partnership, providing fundamental and technical advice on the state of the markets, stock selections, and portfolio weightings to optimize each client’s risk/reward profile.

Previously, he was a Senior Research Associate and Risk Manager at Neuberger Berman where he researched stocks and provided technical analysis for Team Kaminsky’s $13 billion of assets under management. From 1985 to 2000, Mr. Marsh was a Senior Equity Analyst (covering media and entertainment stocks) at major Wall Street brokerages culminating in his partnership at SG Cowen in NY. He was a #1 all-star analyst in the Wall Street Journal’s annual survey.

Early in his career, Mr. Marsh was Manager of Strategic Planning at HBO and Showtime in New York, and a commercial banker at The European American Bank.

Mr. Marsh offers twenty years of wealth management experience for individuals, families and charitable organizations.  His specialties include Investment management and strategic advisory services to preserve and enhance client assets.

Mr. Marsh holds a BA in Economics from Hamilton College (1977) and an MBA in Finance from New York University (1980). He also studied at the Institut d’Etudes Politiques de Paris.