Paul Means joined his father at Means Wealth in 1972 and became President of the organization in 1981. Paul has headed Means’ investment and executive committees since 1981. As President and Chief Equity Strategist, he annually publishes a “what to watch” list of equities.
Our Team: Leadership Team
Zach is one of the primary wealth managers at Means Wealth. By listening closely to clients’ needs and executing personalized strategies, Zach maintains strong relationships built on trust and satisfaction. He also currently serves on the investment and executive committee.
Ryan began his career in wealth management in Chicago, working with high-net-worth families and institutions. As team analyst, Ryan is responsible for portfolio construction, asset allocation, and manager due diligence. He serves on the research and investment committees.
Eric joined Means Wealth in 2017 with over 20 years of broad legal and compliance investment experience. He previously worked in Boston for several prestigious firms like the Dechert Law Firm, Eaton Vance Corporation, and the Clay Family Office.
Erin was born and raised in Presque Isle, Maine and earned her Bachelor’s degree in Business Administration and Master’s degree in Accounting, both from the University of Maine. While attending the University of Maine, she worked as an…