Our Team

  • Paul Stephen

“Fundamental to our approach—we partner with our clients, navigating today’s complex accounting, tax, and regulatory landscapes.”

Paul Stephen Operations

Paul is responsible for financial control and treasury operations for clients. He manages entity accounting; financial, regulatory, and board reporting; internal control design and function; tax compliance; and cash management. He previously served in a similar role at Weyerhaeuser Asset Management LLC.

Paul has 20 years of professional experience and 14 years in the investment industry. Prior to Aptitude, his accounting and finance professional experiences were with Weyerhaeuser Asset Management, J.P. Morgan Chase, GMAC ResCap, and PricewaterhouseCoopers. He holds a B.S. in Accounting from the University of Notre Dame and is a Certified Public Accountant.

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