Paul Plesser

Questioner
DISC Type : c

Investment Advisor at Innovative Family Office

New York City Metropolitan Area, United States

Overview

Paul Plesser is a seasoned Investment Advisor at Innovative Family Office, specializing in complex financial strategies for high-net-worth families. He leverages a deep background from senior institutional foreign exchange sales roles at major banks like JP Morgan and HSBC, and holds a Masters from Carnegie Mellons Tepper School of Business.

He is dedicated to crafting personalized strategies that address multi-generational wealth, estate planning, and tax efficiency. His focus is on helping families navigate their unique financial goals and secure their futures, a shift from his previous career in the fast-paced institutional investment world.

Unique fact: Paul transitioned from a multi-decade career as a Managing Director in institutional foreign exchange to focusing on private wealth management for families.

Personality Overview

Value Seeker

Cautious & Analytical

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to fully evaluate every situation. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Wealth Preservation
His current role focuses on helping high-net-worth clients grow and preserve their wealth for future generations.
Estate & Tax Planning
He works with families and business owners to structure their finances for estate and tax efficiency, a key part of his advisory role.
Business Exit Planning
As a member of the Exit Planning Exchange (XPX), he is focused on advising business owners through their exit strategies.

Media Appearances

Paul has no verified media appearances

Work History

12-2024
Investment Advisor at Innovative Family Office
11-2021 - 12-2024
Registered Representative: Investment Adviser Representative at Blue Ocean Wealth Solutions
10-2010 - 7-2021
Executive Vice President at Commonwealth Bank of Australia
2-2002 - 10-2010
Managing Director at HSBC
10-1987 - 1-2002
Managing Director at JPMorgan Chase & Co.

Education

1979 - 1981
Masters from Carnegie Mellon University - Tepper School of Business
1975 - 1979
BS from University at Buffalo

More Information

Social Presence :

Prographics :

Exp : 37 Location : New York City Metropolitan Area, United States Job Level : N/A Designation : Investment Advisor at Innovative Family Office
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Insights For Selling To Paul

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paul is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Paul

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Paul move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Paul take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Paul

Personality Compatibility


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