Paul Polese

Director, Advisor Advocate

As a dedicated Advisor Advocate, Paul partners with affiliated advisor firms in the Northeast/Gulf South territory to provide strategic business and practice management support. In his role, Paul is a trusted resource responsible for advisor satisfaction, engagement, and community for all partner firms in his territory.

Paul has 25+ years of experience in financial services, helping advisors achieve their business goals. Before joining NewEdge Advisors, Paul was the Chief Revenue Officer of Benjamin Technology, with prior positions at Fidelity Investments and Black Diamond. Paul’s career has evolved from building an advisory business with $82 million in AUM to working with the most prominent clients of major custodians and building technology solutions for advisors.

Paul graduated from Springfield College with a Bachelor’s degree in History. During his time at Springfield, he was a member of the 1994 Division 2 Men’s Lacrosse National Champions and the 1995 finalist team. Paul lives in Northern Westchester County, NY with his wife Desi and son Aidan. In his spare time, you can find him outdoors doing anything from gardening to hiking the Appalachian Trail.