Paul T. Massie, CFA, CAIA
Head of National Accounts
Paul Massie serves as the Head of Intermediary Distribution, where he is responsible for partnering with a wide range of financial institutions to position Innovative Portfolio’s investment strategies. Prior to joining Sheaff Brock Institutional, he spent 14 years at New York Life, with his last 10 years in distribution and relationship management at New York Life Investments. His role there was primarily focused on the RIA and Private Bank & Trust channel.