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Hartford Business Journal: Paul Brahim Featured in “Happening at Breakneck Speed’ Experts Say”

Paul J. Brahim

- CFP®, CEPA®

3 minutes

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Paul Brahim, CFA, CEPA, Managing Director, Financial Advisor, Strategic Referral Programs at Wealth Enhancement was featured by Hartford Business Journal in an article titled, “Wealth Management Industry Consolidation is ‘Happening at Breakneck Speed’ Experts Say.” 

“Transitioning that value internally can be expensive for that second or third generation. And consolidators often attract private equity investment that funds further acquisitions,” he said. 

Access the full article authored by Michael Juliano here.

Head shot of Paul Brahim

Managing Director, Financial Advisor | Strategic Referral Programs

Pittsburgh, PA

Paul has truly lived the American Dream—beginning his career in financial services with no formal training and rising through the ranks to prestigious positions like CEO of BPU Investments. As an advisor at Wealth Enhancement, Paul uses his financial planning, investment management, and business skills to work with CEOs on retirement and succession plans and provides guidance on financial wellness. Paul is also a Certified Financial Planner (CFP®) and Certified Exit Planner (CEPA®).

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Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.