Paul Wehner

Paul Wehner, MBA, is a highly experienced Senior Investment Advisor at Schechter since October 2021, specializing in financial planning and personalized investment strategies for high-net-worth individuals and families. With over two decades of expertise in investment research, portfolio design, and financial analysis, Paul previously held roles as Managing Director and Analyst at Coe Capital Management, as well as Senior Research Analyst at DLS Capital Management, where notable achievements included leading research for a $200M asset management firm and producing an average annual return of 11.1% net of fees. Additionally, Paul contributed significantly to the growth of CurranCare, transforming it from $4 million to $12 million in annual revenue as a Partner. Career beginnings included impactful roles at Sachs Group, Tiber Group, and APM, showcasing a strong foundation in healthcare management consulting and financial optimization. Paul holds a Masters of Management in Decision Sciences and Health Care Management from Northwestern University and a Bachelor of Sciences in Economics from the University of California, Berkeley.