About
Paul Seizert is a partner and the Chief Operating Officer at Heron Bay Capital Management in Bloomfield Hills, Michigan. In his role, he is responsible for the strategy and execution of day-to-day operational processes and helps oversee the firm’s financial planning, portfolio management for individuals and small businesses, and pension consulting services.
Paul focuses on advisory services for high-net-worth clients, with a practice spanning financial planning, portfolio management, and pension consulting, although the specific sectors or asset classes he covers are not expressly detailed in public profiles. His expertise is demonstrated through his leadership positions and regulatory qualifications, including passing the Series 65 exam and maintaining registration as an investment adviser in Michigan.
Prior to Heron Bay Capital Management, Paul was associated with Seizert Capital Partners, further building his portfolio as an investment professional. He holds over ten years of industry experience, and as a founding partner, has played a significant role in establishing Heron Bay as an independent registered investment advisor (RIA) with over half a billion dollars in assets under management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Heron Bay Capital Management | Partner | Nov 2019 to Present | — |
| Seizert Capital Partners | Director Of Client Relations | Jun 2014 to Nov 2019 | - Sales - Client relationship management - Investment analysis Seizert Capital embraces a value investing philosophy to discover misunderstood or neglected stocks whose prices do not reflect underlyin... |
| Dingman Center for Entrepreneurship | Investment Associate | Aug 2013 to Jun 2014 | Assist in managing the daily operations, deal flow, and growth of the Dingman Center Angels, an investor network connecting regional start-ups seeking seed and early-stage funding with accredited ange... |
| Monsoon Capital | Marketing Associate | May 2013 to Jan 2014 | Founded in 2004, Monsoon Capital is a minority owned alternative asset manager focused on emerging markets, primarily Asia and India. The firm manages absolute return and real estate investment strate... |
| Avectra | Sales Manager | Jun 2011 to Jun 2012 | As a Sales Manager at Avectra, my efforts support the growth of Avectra's netFORUM Social CRM platform for REALTOR associations across the United States. I work closely with marketing, research and d... |
| Avectra | Account Executive | Dec 2008 to Jun 2011 | Avectra is the leading provider of Social CRM and Association Management Software, delivering the next generation of solutions On-Demand. Member based organizations use our suite of tools to help them... |
| Callahan & Associates | Software Sales | Jun 2006 to Dec 2008 | Sold, implemented, and supported 4 software tools designed to help credit unions with internal reporting capabilities. |
Education
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (M.B.A.)
2012 — 2014
University of New Hampshire
B.S
2001 — 2005
Lahser High School
1998 — 2001
Skills & Expertise
Others at Heron Bay Capital Management (1)
| Name | Role | Location |
|---|---|---|
 | Director of Research | Bloomfield Hills, MI , United States |
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