Paul Cloonan

Paul Cloonan, CFP®, CFA®

Principal

Pathways Financial Consulting LLC

 781-202-1701

 paul@pathwaysfinancialconsulting.com
 

Paul is a finance professional with over 30 years of experience. For most of Paul’s career he was a portfolio manager at Pioneer Investments and Amundi Asset Management managing mutual funds and pension funds. Paul was a key member of an investment team that delivered strong performance over many years and he helped his firm to gain many new clients. Many of the clients Paul served were wealth management and investment advisory firms. Through his experience working with these firms, Paul formed ideas for his own financial advisory service that would differentiate from the typical financial advisory firm. Paul is passionate about sharing his knowledge of investing and personal finance to help others achieve their financial goals. This led Paul to launch Pathways Financial Consulting LLC (PFC). Paul’s goals in launching PFC are to provide deep investment and financial expertise with highly personalized service at an affordable cost. Paul strongly believes that eliminating all conflicts of interest and putting the client’s interests first are essential to providing unbiased, cost-effective advice. PFC does not derive any compensation from commissions or sales of financial products.

Paul loves to teach and he serves as a volunteer advisor to students at the Ciocca Center for Business, Ethics and Society at the College of the Holy Cross. Paul leads discussions on various investment topics with students. Paul also helped students to launch College Street Capital, an organization that provides students opportunities to learn about investing by managing a stock portfolio while benefiting the local community by distributing investment profits to non-profit organizations. Paul serves on the advisory board of College Street Capital.

Paul earned his B.A. degree from College of the Holy Cross and his MBA from the Olin School of Business at Babson College. He is a Certified Financial Planner (CFP®) professional and Chartered Financial Analyst (CFA®).

Paul and his family enjoy sports and outdoor activities such as basketball, biking, hiking, swimming and golf.