Paul Souppa, ChFC, is a seasoned investment professional with over 20 years of experience in managing and growing institutional plans, including Retirement, College Savings, ABLE, and Endowment plans. Currently serving as Director of Investment Management at Ascensus, they are responsible for asset allocation modeling, risk management, and investment structure, utilizing a wide range of asset categories for diversification. Paul has previously held positions as an Investment Analyst and Sr. Investment Analyst at Ascensus, and worked at firms like Voya Financial and BBR Partners. Paul earned a BS in Finance from the University of Massachusetts at Amherst and an MBA in Financial Planning from Bentley University.
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