About
Paul Touchstone is Managing Partner at Fort Point Capital Partners in San Francisco, where he leads the firm’s asset management and wealth advisory practices for institutional clients, family offices, and high-net-worth individuals. His key responsibilities include overseeing portfolio construction, risk management, and tailored solutions for hedging concentrated equity positions, structured note replication, and systematic covered call writing, as well as advising on complex estate and liquidity planning strategies for clients with nuanced, illiquid, or restricted assets.
He specializes in option-enhanced portfolio management, derivatives, and hedging strategies, with expertise spanning concentrated equity risk, diversified portfolio hedging, tail-risk management, and private fund offerings across private credit, private equity, and real estate. Paul has played a prominent role in developing innovative risk management and monetization solutions, structuring over $15 billion in custom hedging transactions for institutional and private clients.
Prior to joining Fort Point in 2012, Paul was Senior Investment Strategist and Portfolio Manager at Stone & Youngberg, and earlier served as Vice President and Portfolio Manager at First Bank. He holds a BA in Business from Western Colorado University and is a CFA charterholder, reflecting his strong analytical background and commitment to the highest standards of investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fort Point Capital Partners | Managing Partner | Mar 2012 to Present | — |
| Stone & Youngberg | Senior Investment Strategist and Portfolio Manager | Dec 2009 to Mar 2012 | — |
| First Bank | Vice President and Portfolio Manager | Jan 2007 to Dec 2009 | — |
| Schroeder Capital Management, LLC | Securities Analyst and Director of Operations | Aug 2002 to Dec 2006 | — |
Education
Western Colorado University
BA, Business
1996 — 2000
Skills & Expertise
Others at Fort Point Capital Partners LLC (4)
| Name | Role | Location |
|---|---|---|
J Joel Newman | Trader | New York, NY , United States |
| Managing Partner | San Francisco, CA , United States | |
B Brandon T. | Senior Investment Associate | New York, NY , United States |
| Investment Associate | San Francisco, CA , United States |
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|---|---|---|---|
| Principal | Osborne Partners Capital Management, LLC | San Francisco, CA , United States | |
| Investment Analyst | Osborne Partners Capital Management, LLC | San Francisco, CA , United States | |
D Daniel Cassell | Portfolio Manager | Baker Avenue Asset Management, LP | San Francisco, CA , United States |
D Doug Couden | Chief Investment Officer | Baker Avenue Asset Management, LP | San Francisco, CA , United States |