Paul Salvetti, CFA®

Paul Salvetti is an Institutional Consultant at LVW Advisors, supporting the firm’s senior consultants with in-depth reporting and custom analytical tools that help institutional clients monitor and manage their investment portfolios. He also leads LVW’s research team and oversees the firm’s research processes.

Paul graduated from SUNY Binghamton with a degree in financial economics. Before joining LVW, he worked at Prime Buchholz & Associates, an institutional consulting firm based in Portsmouth, New Hampshire, where he provided day-to-day client support, analysis, and reporting.

Paul holds the Chartered Financial Analyst® (CFA®) designation and is an active member of the CFA® Society Rochester.

Outside the office, Paul enjoys spending time with his wife, their three young children, extended family and friends. He also loves traveling and staying active outdoors.