Chief Operating Officer
Paul B. Stetz brings more than 25 years of experience in the financial services industry and has been partnering and consulting with Registered Investment Advisors and their executive leadership teams since 2005.
Prior to joining Luma Wealth, Paul held leadership positions with Schwab Advisor Services and Fidelity Clearing & Custody Solutions, where he successfully led Sales & Relationship Management teams focused on developing trusted partnerships, delivering strategic consulting and value-added solutions to Registered Investment Advisors and their end clients.
Most recently, Paul was a Managing Director with Mercer Advisors, where he successfully led the firm’s mergers and acquisitions strategy in the Central, Great Lakes and Northeast Regions. This experience provided a deep understanding of the M&A landscape, deal structure and trusted relationships with RIA firms and industry partners across the country.
Paul graduated from Baldwin Wallace University. He and his wife Valerie have three children and are in the process of relocating to the Cleveland area from Boston. In his free time, Paul likes to spend quality time with his family and enjoys fitness.