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Paul Defrances

Paul Defrances

Portfolio Manager at Apollon Wealth Management, LLC

Mount Pleasant, SC , United States

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

OrganizationRoleDate RangeDetails
Apollon Wealth Management, LLCPortfolio ManagerMar 2024 to Present
Apollon Wealth Management, LLCResearch AnalystJan 2023 to Feb 2024
Apollon Wealth Management, LLCInvestment Services SpecialistFeb 2022 to Jan 2023
Ameriprise Financial Services, LLCDirector Of OperationsSep 2019 to Mar 2022
Ameriprise Financial Services, LLCParaplannerJan 2018 to Aug 2019

Education

The Ohio State University

2014 2018

Others at Apollon Wealth Management, LLC (9)

NameRoleLocation
Adam Bonner
Adam Bonner
Trading and Program ManagerSC , United States
Brian Pierce
Brian Pierce
PartnerCumming, GA , United States
Dan McCarthy
Dan McCarthy
Managing PartnerBraintree, MA , United States
David Pierce
David Pierce
Managing PartnerGainesville, GA , United States
David Ricchini
David Ricchini
Trading AssociateOmaha, NE , United States
Eric Sterner
Eric Sterner
Chief Investment OfficerBridgewater, NJ , United States
L
Lynne Holcomb
Research AnalystHartford, CT , United States
B
Bernhard Koepp
Senior Portfolio Manager, M.D.New York, NY , United States
Connor Nickles
Connor Nickles
Research AnalystSt. Augustine, FL , United States

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