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Paul J. Harteg, CFP® / Director, Co-Chief Investment Officer

Paul has been a financial advisor in the firm’s Greenville, South Carolina office since 2002.  He graduated from Furman University in 1983 and has been a Certified Financial Planner™ (CFP) since 1988.  With his thirty years of advising clients and being a student of the financial markets, Paul combines practical financial planning advice with his market insight to lead our Investment Policy Committee as the firm’s Co-Chief Investment Officer. 

Paul has spent his entire career working in consultation with individuals and business owners that require unique financial strategies in portfolio management, tax management, and retirement income planning.  He draws upon his extensive financial planning experience to fully understand his clients’ needs and help them to develop and implement a plan to achieve the future they desire.  Paul has worked on behalf of the United Way and is an active member of the Greenville Estate Planning Council.