portfolio manager in West Chester Paul Golias
9334 Union Centre Blvd Ste 100
West Chester, OH 45011
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It is my pleasure to serve the financial needs of people in the Hamilton and Tri-State region. My experience in the financial industry started in 1996. I hold a Bachelor of Arts degree in finance and a Master of Business Administration degree from Cleveland State University.
I want to make managing your finances as easy as possible for you. As your portfolio manager, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I volunteer as a board member of the Rotary Club of Hamilton and the Boys and Girls Club of Hamilton. In my free time, I enjoy spending time with family, outdoor activities and reading.
Area of focus
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.