Keuka Lakeside Inn

typical day includes preparing and conducting client meetings, building/managing investment portfolios, new business preparation, following market events, assessing the investment environment and overall risk management. He also finds helping the investment advisors enjoyable and challenging. “You need to be available for questions, share experiences and knowledge, question why, and advocate for a client to ensure responsiveness and a high quality experience. This all combines to make the job exciting and sometimes quite stressful. However, it is all worthwhile when you know you can make a difference for your clients and the people you are responsible for,” he said.

Personal

Paul lives in Duryea with his wife Kathleen and children, Jonathon, Lauren and Brenden. Father’s Day advice he offers: “parents instilled in me: never, lie, cheat or steal. Be honest with yourself and others in everything you do. Work hard, study hard and be kind and respectful to others.” H

Hammondsport’s exclusive lakefront accommodations on the shores of Keuka Lake. This Inn offers 17 comfortable rooms and spectacular views with an on-site boat launch and docking available. Find us on Facebook and at 24 Water St., Hammondsport, NY 14840. (607) 569-2600, www.keukalakesideinn.com

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M-F 9:30-5 • Sat 9:30-5 526 Church Street, Montrose, PA 695 Jackson Ave., Susquehanna, PA