Paul Elias

Employer firm

J.m. Forbes & Co. LLP CRD 107422

$1.67B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → Present
  J.M. Forbes & Co. Llp
  Boston, MA

Other Businesses

1.TRUSTEE OF THE 32R ESSEX ST. REALTY TRUST. AS SUCH I MANAGE A SMALL COMMERCIAL BUILDING AT 32R ESSEX ST., CAMBRIDGE, MA WITH NINE TENANTS. THIS REPRESENTS A FOUR-HOUR PER MONTH TIME COMMITMENT, NOT DURING SECURITIES TRADING HOURS. I ORDER ALL SUPPLIES, MAKE ALL PAYMENTS, AND PREPARE TAX REPORTING FOR THE BUSINESS. THIS BUSINESS IS NOT INVESTMENT-RELATED. I HAVE BEEN INVOLVED IN THE COMPANY FOR FIVE YEARS, SINCE ITS FORMATION. 2.TREASURER AND 50% OWNER OF PERFORMANCE DESIGN, INC., AN S-CORP LOCATED AT 32R ESSEX ST., CAMBRIDGE, MA WHICH DEVELOPS AND SELLS TRAINING PROGRAM MATERIALS TO THE INTERNATIONAL PHARMACEUTICAL INDUSTRY FOR TRAINING OF SALES FORCES. EIGHT HOURS PER MONTH TIME COMMITMENT, NOT DURING SECURITIES TRADING HOURS. I ISSUE ALL CHECKS, RECEIVE ALL PAYMENTS, AND MANAGE THE BOOKKEEPER IN ROUTINE MATTERS AND TAX REPORTING. THIS BUSINESS IS NOT INVESTMENT-RELATED. I HAVE BEE

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-03