Meet Our Team
Discover the expertise behind Innovative Private Wealth Management and our commitment to excellence.
Discover the expertise behind Innovative Private Wealth Management and our commitment to excellence.
Nick is the President and Founder of Innovative Private Wealth Management. Where he leads a team advising high-net-worth individuals and families on wealth management strategies and manages the firm’s operations. Before starting Innovative PWM, Nick held executive roles at major wealth managers, research firms, and broker-dealers. He also led operations at firms supporting alternative investments and began his career as VP of Investment Banking at JP Morgan Chase.
With over a decade of experience in investment management technology, Nick has led teams to develop and implement advanced financial planning tools, giving him a deep understanding of both clients and financial planners.
Paul is the Chief Investment Officer and Sub-Advisor at Innovative Private Wealth Management.
where he develops investment solutions that align with market trends and client goals, blending both active and passive strategies for balanced financial growth and retention.
Before joining Innovative PWM, Paul held various investment management roles at Warshaw Capital, Padovani Asset Management, Barnum Financial Group, and Morgan Stanley. He started his career as a financial advisor at Merrill Lynch and a Wealth Manager at Wachovia Securities.
Paul also has extensive experience in Private Equity and Alternative Investments, uncovering opportunities often missed by traditional markets. His approach helps clients build diversified portfolios that balance growth potential with risk management.
Mark is an Investment Manager at Innovative Private Wealth Management.
Before joining Innovative PWM, he founded Innovative Investment Management, working closely with high-net-worth families to create customized portfolios. He was also President of Sandlapper Wealth Management, overseeing investments and finances for high-net-worth clients. Mark began his career as a stockbroker at Bear Stearns and later worked as a financial advisor at firms like Paine Webber and American Frontier Financial Corporation.
With over 30 years of experience, Mark specializes in helping high-net-worth families and individuals build and maintain their wealth.
Paul is an Investment Manager and CFP® at Innovative Private Wealth Management.
where he helps high-net-worth families, individuals, and business owners plan for long-term financial success. He works with clients to create detailed financial plans and investment portfolios.
Before Innovative PWM, Paul was a financial advisor at VALIC, focusing on financial planning for pre-retirees and retirees.
With over a decade of experience, Paul is positioned as a subject matter expert for our high-net-worth families, individuals, and business owners.
Debinder is an Investment Advisor at Innovative Private Wealth Management.
specializing in the financial well-being of high-net-worth families, individuals, and business owners. He works with other advisors on wealth management strategiåçççes, including tax and estate planning.
Before Innovative PWM, Debinder was a financial advisor at Ameriprise and Benchmark Investments, focusing on various wealth management strategies like sustainable investing, wealth preservation, retirement planning, and estate planning.
With over 10 years of experience, Debinder is well-equipped to meet clients’ needs.
Hailey is an Executive Assistant at Innovative Private Wealth Management.
She has worked with the Innovative PWM team since our inception in February 2023. She prioritizes the needs and issues of clients, keeps the executive’s schedules on track, and plans and arranges all communications on behalf of our advisors. Hailey is crucial to the success of our team and clients.
Jon has been a dedicated professional in the finance industry since 2000, beginning his career by running tickets on the floor of the New York Stock Exchange. After his time at the NYSE, he worked as a financial consultant for 20 years and accumulated early positions in companies like Palantir, Airbnb, and Lyft prior to their IPOs—demonstrating a keen eye for identifying high-potential opportunities ahead of the market.
Beyond his professional work, Jon is deeply committed to his community and charitable efforts. He co-founded Project Infinity, a school for autistic children headquartered in Boca Raton, Florida. He also actively supports youth development through sponsorships of a local church roller hockey league and the neighborhood little league.
Jon is happily married and the proud father of one son. He enjoys coaching his son’s sports teams and traveling with his family. His personal and professional lives are guided by a strong sense of purpose, service, and community.
