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Paul Zepf Joins Bank of New Hampshire Wealth Management Team

09/24/2024

Concord, New Hampshire – September 24, 2024 – Bank of New Hampshire Wealth Management is excited to welcome Paul R. Zepf, CFA®, who has joined their team as Vice President – Wealth Advisor. With over 25 years of experience in wealth management, investment strategy and institutional sales, Paul brings a wealth of knowledge and expertise to our team.

Throughout his extensive career, Paul has demonstrated a deep commitment to helping clients achieve their financial goals. He joins us from an investment firm in New York, where he served as Director and Client Portfolio Manager. In this role, Paul managed significant intermediary client relationships, working with top financial institutions throughout the United States. His portfolio management expertise spans across equity, fixed income and asset allocation strategies, managing billions in assets and leading teams to success.  

In his new role at BNH Wealth Management, Paul will serve as a key member of the team, where his insights and leadership will guide their investment approach. He will also work closely with clients, providing personalized wealth management solutions and helping them navigate the complexities of financial planning with confidence.

“We are thrilled to welcome Paul to the BNH Wealth Management team,” said Robert Magan, Senior Vice President – Senior Wealth Management Officer. “His extensive experience in relationship management and his ability to deliver customized financial strategies will be instrumental as we continue to grow our Wealth Management services. Further, Paul’s ability to foster long-term partnerships, educate internal and external teams and develop strategic investment solutions, make him an invaluable asset to our team.”

Paul holds a Master of Arts in Economics from Northeastern University and a Bachelor of Science in Economics from the University of Massachusetts. He is also a Chartered Financial Analyst (CFA®) and has built a reputation for excellence in financial analysis and portfolio management. Outside of the office, Paul is active in the community, and he looks forward to contributing to the success of Bank of New Hampshire Wealth Management and the clients they serve.

Paul can be reached in the Concord Wealth Management office located at 3 Eagle Square, via phone at 603.527.3234 or by e-mail at [email protected].

Bank of New Hampshire Wealth Management is proud to be welcoming Paul to the team as we aspire to remain an independent mutual financial institution, delivering innovative solutions and exceptional service, while assisting our employees, customers and communities to build brighter futures.

Bank of New Hampshire, founded in 1831 provides deposit, lending and wealth management products and services to families and businesses throughout New Hampshire and southern Maine. With 21 banking offices and assets exceeding $2.5 billion, Bank of New Hampshire is the oldest and one of the largest independent banks in the state. Bank of New Hampshire is a mutual organization, focused on the success of the bank’s customers, communities and employees, rather than stockholders. For more information, call 1.800.832.0912 or visit BNH.Bank.

Photo Caption: Paul Zepf, Vice President – Wealth Advisor for Bank of New Hampshire Wealth Management.

Securities and Insurance Products are:

Not FDIC InsuredNot Bank GuaranteedMay Lose ValueNot a DepositNot Insured by any Government Agency