PlanStrong Investment Management is lead by a group of investment professionals with strong educational backgrounds, deep analytical skills and experience at some of the financial industry’s leading firms. The investment professionals are supported by additional administrative, operations, and client service personnel.
Paul graduated with a BA in Economics and History from Bowdoin College and an MBA in Finance in from Dartmouth’s Tuck School of Business. Prior to establishing PlanStrong Investment Management, Paul held executive level positions in the retirement plan businesses at Fidelity Investments and State Street Corp, where most recently, he was a Division President in the State Street and Citigroup retirement business. Paul is a Registered Representative (Series 7), Investment Adviser Representative (Series 66), and Division Manager (Series 24) with NEXT Financial Group, Inc., and is licensed in Life, Accident & Health Insurance in several northeast states. Every weekend, Paul hosts the “PlanStrong Financial Forum” on WRKO 680 AM (Saturdays 3-4 p.m.) and WXTK 95.1 FM (Saturdays 6-7 p.m. and Sundays 7-8 p.m.).
Paul and wife Joan have resided in Dover MA for 25+ years where they raised two children.
Alex Bender, CFA
Alex graduated magna cum laude from Drexel University with a BS in Finance. Prior to joining PlanStrong Investment Management, Alex held investment industry positions at BlackRock, Inc., Nuveen Investments and Hirtle, Callaghan & Co. Alex holds the Chartered Financial Analyst ® (CFA) designation. Alex is a Registered Representative (Series 7), and an Investment Advisor Representative (Series 66) with NEXT Financial Group, Inc. Periodically, Alex hosts the “PlanStrong Financial Forum” on weekends on WRKO 680 AM and WXTK 95.1 FM.
Alex and his wife Adrienne reside in Needham.