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President, Director

Paul has nearly 30 years of professional experience and has managed portfolios as large as $1.4 billion for families and institutions. He is responsible for formulating investment strategy, implementing investment management services, and overseeing compliance programs. 

Paul’s prior experience as Chief Investment Officer for a large foundation and for an ultra-high-net-worth family resulted in relationships with investment managers across America, in Canada, and in the United Kingdom that are valued by clients of Sapphire. Paul holds a degree in English from Miami University and an MBA with a concentration in Finance from Case Western Reserve University. He earned the Chartered Financial Analyst designation in 2006 and is a member of CFA Institute. 

Paul serves on the board of Citizens Bank and its parent, Rockcastle Bancorp.

(502) 654-8217 direct




Greg has over 25 years of professional experience, including roles with some of the largest financial services companies in the country. His commitment to serving clients as a fiduciary is evident in his daily work and in his decision to join Sapphire. In addition to serving institutions and high-net-worth clients in client-facing roles, Greg has extensive experience in manager due diligence, business process improvement, portfolio management, and trading. 

Greg earned a Bachelor of Business Administration degree from the University of Kentucky with a concentration in Finance. He earned the Certified Investment Management Analyst (CIMA®) designation in 2007 as the result of an immersive executive education program at The Wharton School.
(502) 654-8715 direct

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