Guidance that
grows with you.

Paul Quistberg advises SummitPoint Capital Management on investment philosophy, model construction, and fund selection. He also shares his market views and asset class observations with the SummitPoint investment team. A fun fact about Paul is that he taught Matt, his nephew and godson, the art of throwing a curve ball. This highlights Paul and Matt’s longstanding relationship, which now encompasses wealth management and markets as well as sports and family. Paul is an accomplished investment executive with a 34-year, multi-asset class background in investment and business management roles. He held senior roles at some of the largest global asset managers, including Fidelity, Bank of America, Columbia Management, and Putnam Investments. At Fidelity, he was Chief Investment Officer and Research Director of the company’s wealth management platform, overseeing a team of portfolio managers driving asset allocation, manager selection, and portfolio construction. Paul led efforts to enhance Fidelity wealth platform’s investment process and risk controls, add new capabilities in the areas of separately managed accounts and multi-manager funds, and, importantly, generate strong performance while supporting record asset management growth. Paul has a BS in Accounting from The University of Connecticut (UConn) and an MBA in Finance from the University of Chicago. He is a Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA). He currently serves as an independent trustee for the Blue Owl Alternative Credit Fund and board member for Vermont Farmstead Cheese Company and Survios. In addition, he serves on several non-profit advisory boards, including the University of Massachusetts (UMass) Foundation, the Charitable Foundation of Greater New Britain, and the Posse Foundation. Having been a first generation college student, Paul is an active mentor to students and young professionals and a longstanding supporter of such initiatives at UConn and UMass.