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About
Paul Ruppe, CFA, CPA, is an Investment Research Manager at ArchBridge Family Office (formerly St. Louis Trust & Family Office), based in St. Louis, MO. In his current role, he provides in-depth research and strategic guidance to client teams across public equities, fixed income, private investments, and wider market trends, as well as performing stock analysis and supporting investment education initiatives. His investment coverage spans U.S. and international large-, mid-, and small-cap equities, mutual funds, ETFs, separately managed accounts, and private alternative assets.
Ruppe’s career includes senior research roles at Stifel Financial Corp., where he focused on manager due diligence for various asset classes, and Morningstar, where he led coverage of premier actively managed equity funds and authored over 150 publications, including ratings reports and editorial columns. His expertise covers manager selection, equity strategy analysis, and comprehensive investment due diligence.
He holds both Master’s and Bachelor’s degrees in Accounting from the University of Missouri and is a CFA charterholder as well as a licensed CPA. Ruppe is recognized within the industry for his analytical rigor and thought leadership, notably coauthoring original research at Morningstar and actively supporting investor education through client reporting and published insights.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| ArchBridge Family Office | Manager, Investment Research | Nov 2024 to Present | — |
| Stifel Financial Corp. | Senior Analyst, Manager Research | May 2023 to Nov 2024 | — |
| Morningstar | Manager Research Analyst | Jan 2021 to May 2023 | — |
| Northern Trust Corporation | Associate Specialist, Hedge Fund Services | Jul 2019 to Jan 2021 | — |
| Northern Trust Corporation | Senior Consultant, Hedge Fund Services | Oct 2017 to Jul 2019 | — |
| PwC | International Tax Senior Associate | Nov 2016 to Oct 2017 | — |
| PwC | Asset Management Tax Associate | Jul 2015 to Nov 2016 | — |
| University of Missouri | Teaching Assistant - Accounting 2037 | Aug 2014 to May 2015 | — |
| Mortar Board | Treasurer | Apr 2014 to May 2015 | — |
| Matter Family Office | Financial Consultant Intern | May 2014 to Aug 2014 | — |
| University of Missouri | Trulaske College of Business Student Ambassador | Apr 2013 to May 2014 | — |
| PwC | Assurance Intern | Jan 2014 to Mar 2014 | — |
| University of Missouri | IFC VP of Programming | Nov 2012 to Dec 2013 | Serve as IFC's VP of Programming, an executive council member overseeing fraternity life at the University of Missouri-Columbia campus. Specifically, the position involves assisting in the planning a... |
| University of Missouri | Trulaske College of Business Study Abroad Student Manager | Mar 2013 to Oct 2013 | — |
Education
University of Missouri-Columbia, College of Business
Master's degree, Accounting
2014 — 2015
University of Missouri Trulaske College of Business
Bachelor's degree, Accounting
2010 — 2014
Others at ST. Louis Trust Co. (16)
| Name | Role | Location |
|---|---|---|
A Anna Bertman | Principal | St. Louis, MO , United States |
| Principal | St. Louis, MO , United States | |
G Greg Stokke | Principal | St. Louis, MO , United States |
| Investment Associate | St. Louis, MO , United States | |
| Principal | St. Louis, MO , United States | |
| Principal | Belleville, IL , United States | |
T Tyler Schwieterman | Principal | St. Louis, MO , United States |
V Voula Francis | Principal | St. Louis, MO , United States |
| Principal | St. Louis, MO , United States | |
| Principal | St. Louis, MO , United States |
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