Paul W. Harvey

Questioner
DISC Type : c

Board Member at Matador Resources Company

Dallas-Fort Worth Metroplex, United States

Overview

Paul W. Harvey is the Founder and Chief Investment Officer of Vaquero Private Wealth, bringing over two decades of experience in the investment and wealth management industry. He holds CFA and CPWA® designations and recently joined the Board of Directors at Matador Resources Company.

Outside of his professional work, Paul is an active member of the Salesmanship Club of Dallas. He contributes his financial expertise by serving on the Investment Committee for the clubs foundation, which is dedicated to transforming childrens futures in the community.

In May 2024, he was appointed to the Board of Directors of Matador Resources, an energy company.

Personality Overview

Not Easily Convinced

Value Seeker

Price-Sensitive

It is quite likely of them to ask for pricing or other concessions.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to do thorough analysis of any situation.

Topics They Care About

Wealth Management
As the founder of Vaquero Private Wealth and a holder of CFA and CPWA® designations, his career is focused on advising high-net-worth clients.
Investment Strategy
His role as Chief Investment Officer involves creating and managing investment portfolios and financial strategies.
Energy Sector
His recent appointment to the Board of Directors for Matador Resources Company highlights a professional focus on the energy industry.

Media Appearances

Paul Harvey | Board Member | Matador Resources Company. Featured in Matador Resources Company (official website)

See Now

Matador Resources Company Appoints Paul W. Harvey to its Board of Directors, Audit Committee. Featured in Marketscreener

See Now

Matador Resources Company Announces Appointment of New Director. Featured in Matador Resources (Press Release)

See Now

Work History

1-2025
Board Member at Matador Resources Company
9-2022
Private Wealth Advisor at Vaquero Private Wealth
10-2019 - 9-2022
Chief Investment Officer at Vaquero Private Wealth
11-2018 - 9-2019
Director at Syntal Capital Partners, LLC
7-2016
Owner/Business Manager at Mountain Limo

Education

Master of Business Administration (M.B.A.) from SMU Cox School of Business
Bachelor’s Degree from Texas McCombs School of Business

More Information

Social Presence :

Prographics :

Exp : 33 Location : Dallas-Fort Worth Metroplex, United States Job Level : Middle Designation : Board Member at Matador Resources Company
URL has been copied!

Insights For Selling To Paul W.

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Back up any claims with data and numbers
  • Share as much information as possible regarding your product

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paul W. is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Paul W.

  • 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 W. move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Paul W. take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Paul W.

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.