Paul W. Harvey, CFA®, CPWA®


Private Wealth Advisor

Paul has more than four decades of investment experience as both a portfolio manager and private wealth advisor. With extensive experience in investment selection, asset allocation and portfolio construction, he designs customized multi-asset portfolio solutions for each client he works with. Before joining Vaquero Private Wealth, he was a Managing Director of BlackRock, Inc., leading a large team of investment professionals responsible for high-net-worth individuals and institutions in twenty-nine states. In this capacity, he supported the design of investment solutions that included multi-asset strategies combining active and passive portfolios along with alternative investments. Previously, he served as Regional Director and Portfolio Manager with Merrill Lynch Asset Management where he developed customized portfolios for individual clients and oversaw a regional team of portfolio managers. Paul earned his M.B.A. with a concentration in Finance from Southern Methodist University’s Cox School of Business and his B.B.A. in Finance from the University of Texas at Austin. He holds the Chartered Financial Analyst ® (CFA®) designation and has earned the Certified Private Wealth Advisor® (CPWA®) certification.

Born in Tyler, Paul has lived in Dallas for the past 40 years. He and his wife Julie have four grown children; they spend summers in Colorado, where they enjoy hiking, biking, golf, and eating at great local establishments. A long-time member of Highland Park United Methodist Church, he enjoys volunteering with local homeless shelters and takes a special interest in supporting youth summer camping programs, such as Sky Ranch in East Texas. CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute. CPWA® and Certified Private Wealth Advisor® are registered trademarks of the Investments & Wealth Institute.