Jerry Paul, CFA
Investment Consultant

Jerry Paul joined Community First Foundation’s board of directors in October 2011.

Paul is a senior investment management executive with more than 30 years of investment management experience. He is currently an investment consultant to financial advisors and their clients. He was previously a founder and managing partner at Essential Investment Partners, LLC, a wealth management advisor, and Quixote Capital Management, LLC, a boutique investment firm. In addition, he has worked at companies such as INVESCO Funds Group, Stein Roe & Farnham, Inc., and Century Life of America. He was recognized by Morningstar as their Fixed Income Manager of the Year.

He received his BBA at the University of Iowa and MBA at the University of Northern Iowa.

Community Participation:

Paul’s primary community interests are human services.

• Member of Denver Southeast Rotary Club
• Lutheran Family Services Foundation Member and Chair of Investment Committee
• Lutheran Immigration and Refugee Services Investment Committee Member
• Iliff School of Theology Institutional Advancement Committee Member