You're signed outSign in or to get full access.
About
Paul Defrances is a Portfolio Manager at Apollon Wealth Management, LLC, located in Mount Pleasant, SC. In his current role, he is responsible for managing client investment portfolios, developing customized investment strategies, and driving optimal asset allocation based on client goals and market research.
Paul’s expertise spans across core asset classes such as equities, fixed income, and alternative investments, with a focus on multi-asset portfolio construction and risk management tailored for high-net-worth and institutional clients. He is known for his thorough research and analytical skills honed during his previous roles at Apollon Wealth Management, progressing from Investment Services Specialist to Research Analyst before his current portfolio management responsibilities.
Paul holds a degree from The Ohio State University, which underpins his strong analytical foundation and commitment to evidence-based investment decision-making. His contributions have supported the firm’s efforts to deliver robust performance and thoughtful client service across broad market sectors. (Identity and employment history drawn from LinkedIn and university honor roll confirmation; no conflicting or unrelated profiles found.)
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Apollon Wealth Management, LLC | Portfolio Manager | Mar 2024 to Present | — |
| Apollon Wealth Management, LLC | Research Analyst | Jan 2023 to Feb 2024 | — |
| Apollon Wealth Management, LLC | Investment Services Specialist | Feb 2022 to Jan 2023 | — |
| Ameriprise Financial Services, LLC | Director Of Operations | Sep 2019 to Mar 2022 | — |
| Ameriprise Financial Services, LLC | Paraplanner | Jan 2018 to Aug 2019 | — |
Education
The Ohio State University
2014 — 2018
Others at Apollon Wealth Management, LLC (9)
| Name | Role | Location |
|---|---|---|
| Trading and Program Manager | SC , United States | |
| Partner | Cumming, GA , United States | |
| Managing Partner | Braintree, MA , United States | |
| Managing Partner | Gainesville, GA , United States | |
| Trading Associate | Omaha, NE , United States | |
| Chief Investment Officer | Bridgewater, NJ , United States | |
L Lynne Holcomb | Research Analyst | Hartford, CT , United States |
B Bernhard Koepp | Senior Portfolio Manager, M.D. | New York, NY , United States |
| Research Analyst | St. Augustine, FL , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Senior Vice President and Portfolio Manager | Tandem Investment Advisors, Inc. | Charleston, SC , United States | |
| Co-Chief Investment Officer | Tandem Investment Advisors, Inc. | Charleston, SC , United States | |
C Chris Antley | Portfolio Manager | CCM Investment Advisers LLC | Mount Pleasant, SC , United States |
| President and Chief Investment Officer | CCM Investment Advisers LLC | Houston, TX , United States | |
A Andrew Duncan | Portfolio Manager | Foster Victor Wealth Advisors, LLC | Greenville, SC , United States |
J Jonathan McAdams | Chief Investment Officer | Foster Victor Wealth Advisors, LLC | SC , United States |
| Investment Associate | Anchor Investment Management, LLC | Columbia, SC , United States | |
W Walker Williams | Senior Portfolio Manager | Anchor Investment Management, LLC | Columbia, SC , United States |