Contact
44+
Years of
Experience
Paul Trippe
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Paul Trippe

Partner

Columbia, SC

Paul Trippe linkedin page

803.881.2683

Responsibility

Paul is a respected industry leader and investment veteran with 40+ years of experience managing ultra-high-net-worth client and institutional portfolios. As such, he is a critical part of the relationship team serving clients and their families. He is also a member of the Investment Committee.

Prior
Positions

  • 31 years at U.S. Trust / Bank of America Private Bank departing as Managing Director & Market Investment Executive, previously as Market Executive, Senior Portfolio Strategist, Portfolio Manager
  • 6 years at Merrill Lynch as Complex Director and Financial Advisor
  • 4 years at A.G. Becker as Corporate Bond Institutional Sales
  • 3 years at First National Bank of South Carolina (now Wells Fargo) as Government and Municipal Bond Trader/Sales

Credentials

  • B.A., History and Political Science, Presbyterian College

Personal
Profile

  • Former Chairman of the Board of Trustees of the Red Cross of the Midlands in Columbia, SC
  • Former Board Member, The Spoleto Festival in Charleston, SC
Paul and his wife Phyllis have two adult children and two grandchildren. Their daughter Allie is a veterinarian, and their son Preston is the Executive Director of a non-profit serving families with hearing-impaired children. Paul serves as an Elder and a member of the Endowment Committee in their church.

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