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 Paul Wendee is the Managing Director of Paul M. Wendee & Associates, LLC, an investment banking, private equity, and management consulting firm. The firm is also an investment adviser registered with the State of California.
Paul is a board member and the Chief Financial Officer (CFO) of Fireman’s Brew, Inc., a Los Angeles-based craft beer company. He is also the Director of Corporate Finance at Silber Bennett Financial, a FINRA registered broker-dealer. Paul was the President and majority owner of South Lake Avenue Securities Corporation, a boutique investment banking, management consulting, mergers & acquisitions (M&A), business appraisal, investment management firm and FINRA registered broker-dealer headquartered in Pasadena, California. Paul was the founding project manager and the Vice President of Administration of Evergreen Realty REIT, Inc. Paul was Director of Equity Research for Skye Investment Advisors, LLC, where he was responsible for fundamental equity analysis, research and valuation. Paul was the Director of Research and the Director of Corporate Finance at Brookstreet Securities Corporation. In this capacity, he had overall responsibility for corporate finance; equity research; due diligence; direct participation programs (real estate, oil & gas, equipment leasing, etc.); and Investment Advisory product analysis, selection and development. Paul also co-managed the Corporate Finance Department and was Director of Due Diligence for First Affiliated Securities. Paul was a portfolio manager with Harris Trust Bank of Arizona, a wholly owned subsidiary of Harris Bankcorp in Chicago, where he managed in excess of $100 million in personal trust and employee benefit (profit sharing and pension) investments. Paul earned his Bachelor of Science degree in Economics and Administrative Studies (Graduation with Honors and Distinguished Military Graduate) and his Master of Administration in Business degree with emphases in Finance and Marketing from the University of California, Riverside. He was awarded an Army R.O.T.C. Scholarship and served as an officer in the United States Army. Paul earned his Doctor of Business Administration (DBA) degree from the University of Phoenix. He created a new theory in finance and wrote his doctoral dissertation entitled, A Theory of Value Drivers: A Grounded Theory Study, on the new theory. He is a Certified Financial Planner™ professional, a Certified Business Intermediary and holds the following securities registrations: General Securities Representative (Series 7), General Securities Principal (Series 24), Investment Banking Representative (Series 79), and Registered Investment Advisor (Series 65). Paul also holds an inactive Arizona Real Estate Salesperson License. Paul is a Member the National Association for Business Economics (NABE) and the International Business Brokers Association, Inc. (IBBA); and is a past member of the Direct Investment and Membership Committees of the Securities Industry Association (SIA). He has written investment related articles for the Tucson Citizen and been quoted in numerous publications including The Wall Street Journal, USA Today, The San Diego Union Tribune, The Wall Street Transcript, Buyside Magazine, and Wall Street Research Magazine. His article on Economic forecasting, “A Simple and Effective Economic Forecasting Model,” was published in Strategic Investor Relations (a publication of Institutional Investor). He wrote an article on financing equestrian enterprises for California Riding Magazine entitled: “Grassroots enterprise financing is one of several funding sources for equestrian endeavors.” He is a winner of The Wall Street Journal’s Experts Vs. Darts stock picking contest. Paul has taught courses in finance, including courses in security analysis and portfolio management, as a member of the Adjunct Faculty at National University. Paul also teaches finance and management courses at DeVry University’s Keller Graduate School of Management. He is an Entrepreneur-In-Residence advising entrepreneurial students at Chapman University. Paul is a frequent speaker at various securities industry symposiums and conferences. |
