Paul Tanner, CFA, MBA
Before becoming a financial planner/investment advisor, Paul gained experience at Pillsbury, PepsiCo, Colgate-Palmolive, and a Merck-Aventis Joint Venture. His hands-on work, ranging from acquisition analysis to commodity hedging, informs Granite Hill Capital’s investment strategies.
For clients, Paul pursues cost effective, tax-aware, and well diversified investment strategies. To be successful, the strategies must match client goals, aspirations and fears. So Paul takes special care in getting to know clients, including their current and future resources.
Paul is a CFA charterholder and member of the CFA Society New York and the CFA Institute. See Why Choose a CFA
Charterholder to Manage Your Wealth for more information. Paul also holds an MBA in Finance from the University of Washington.
Paul resides in Ridgefield, Connecticut with his wife Carol and their adopted rescue pups Chloe and Charlie. They enjoy hiking, biking, and far-flung travel.
Granite Hill Capital Management, LLC
Granite Hill Capital was born out of a desire to bring independent, objective, and cost effective advice to those planning for retirement.
We pride our independence. It allows us to choose among the best solutions for your circumstances, without the conflict of commissions or other outside incentives often found elsewhere.We are compensated only by you.
We are committed to the highest standards of fiduciary client care. This insures we place your highest interests first.
We strive to deliver honesty, transparency, and understanding. They are essential to a productive and trustworthy financial relationship.