Paul Newton, MBA

Chief Financial Officer

Bio

Paul Newton brings decades of financial leadership and strategic planning expertise to the role of CFO. Prior to joining Ducere Wealth, Paul has served in several Chief Financial Officer and Strategic Planning roles at several firms. His past experiences have shaped his deep understanding of corporate finance, growth strategy, and operational discipline. 

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Paul holds an MBA in Finance from Pepperdine Graziadio Business School and a BBA in Accounting from Texas A&M University.

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Beyond the professional realm, Paul appreciates the importance of mentorship and leadership development, striving to bring clarity, discipline, and integrity to every team and project he leads. Outside of work Paul enjoys traveling, biking and seeing his grandchildren.

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Other Team Members

Dr. Bud Brandt
Business Development
Roman Mercado
Investment Analyst Intern
Jack Stemper, CFP®
Senior Wealth Advisor
Nicholas Bzovi, CFA®, CAIA®, CGMA®
Director of Alternative Investments
Silvia Zada
Director of Administration
Grace Huang, MBA
Senior Portfolio Strategist
Cody Columna
Financial Advisor
Paul Shusted
Solutions Architect
Alexis Miranda, CFP®
Wealth Advisor
Zane Keller, CFP®
Chief Executive Officer
Rick Keller, CFP®
Chairman and Chief Economist

Education

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