Feeling the complexities of today's world - the ecological shifts, political uncertainties, and technological disruptions, and wondering how they impact your financial future? You're not alone. Our systems are fraying under the pressure of misaligned incentives and outdated assumptions. ...more

Feeling the complexities of today's world - the ecological shifts, political uncertainties, and technological disruptions, and wondering how they impact your financial future? You're not alone. Our systems are fraying under the pressure of misaligned incentives and outdated assumptions. Untenable models of infinite growth and short-term thinking have led to coordination failures on a global scale. But I believe there's a better path forward. I work at the intersection of complexity, capital, and values - helping individuals, families, and businesses navigate this evolving landscape. My approach as a private wealth advisor is rooted in systems thinking and driven by a belief in purposeful action. I help clients build financial strategies that are not only resilient and intentional, but also deeply aligned with their values and goals. With almost twenty years in wealth management, I specialize in translating economic complexity into clear, actionable plans designed to build generational wealth. I take a hands-on approach to portfolio design, risk management, and values alignment - aiming to create both financial success and meaningful impact. If you're looking to build wealth thoughtfully for your family, your future, and the world you want to see - let’s connect.Feeling the complexities of today's world - the ecological shifts, political uncertainties, and technological disruptions, and wondering how they impact your financial future? You're not alone. Our systems are fraying under the pressure of misaligned incentives and outdated assumptions. Untenable models of infinite growth and short-term thinking have led to coordination failures on a global scale. But I believe there's a better path forward. I work at the intersection of complexity, capital, and values - helping individuals, families, and businesses navigate this evolving landscape. My approach as a private wealth advisor is rooted in systems thinking and driven by a belief in purposeful action. I help clients build financial strategies that are not only resilient and intentional, but also deeply aligned with their values and goals. With almost twenty years in wealth management, I specialize in translating economic complexity into clear, actionable plans designed to build generational wealth. I take a hands-on approach to portfolio design, risk management, and values alignment - aiming to create both financial success and meaningful impact. If you're looking to build wealth thoughtfully for your family, your future, and the world you want to see - let’s connect. Top skills Top skills Portfolio Management • Financial Markets • Investment Management • Digital Assets Portfolio Management • Financial Markets • Investment Management • Digital Assets ServicesServices Wealth Management • Financial Consulting • Financial Advisory • Retirement PlanningWealth Management • Financial Consulting • Financial Advisory • Retirement Planning Request services Show all services FeaturedFeatured Newsletter Newsletter Image for Beyond the Curve Image for Beyond the Curve Beyond the Curve Beyond the Curve Published biweekly · 208 subscribersPublished biweekly · 208 subscribers A millennial’s systems thinking take on markets, the economy, and a world where old assumptions no longer apply.A millennial’s systems thinking take on markets, the economy, and a world where old assumptions no longer apply. Subscribe ActivityActivity 2,897 followers2,897 followers Follow Posts Newsletter Loaded 9 Posts posts View Paul Farella’s graphic link Paul FarellaPaul Farella • 3rd+3rd+ Innovating, Sense-Making, Building Wealth for GenerationsInnovating, Sense-Making, Building Wealth for Generations 5mo • 5 months ago • Visible to anyone on or off LinkedIn How do you invest when the foundation feels shaky? The headlines shift daily. Data gets revised. Trust in institutions is breaking down. What we're seeing goes beyond market volatility, it's a deeper uncertainty about how we know what we know. That uncertainty affects how we allocate capital, evaluate risk, and build strategy. If you're trying to make smart decisions in an unfamiliar environment, this is for you. 📩 [Read it here] 🧭 And if you’ve changed how you approach information lately, I’d be curious to hear how. hashtag#investing hashtag#strategy hashtag#economicdata hashtag#financialplanning hashtag#riskmanagement hashtag#markets hashtag#FourthTurning …more Beyond the Curve Beyond the Curve Subscribe Subscribe to {:entityName} The Epistemic Crisis: New Rules for Uncertain Times Paul Farella like 3 1 comment View Paul Farella’s graphic link Paul FarellaPaul Farella • 3rd+3rd+ Innovating, Sense-Making, Building Wealth for GenerationsInnovating, Sense-Making, Building Wealth for Generations 5mo • 5 months ago • Visible to anyone on or off LinkedIn Something fundamental is changing in global finance. China's trade surplus just hit new highs while America's deficit deepened further. Europe's surplus grew too. Instead of these imbalances correcting, countries are doubling down. The Swiss National Bank can't weaken their currency. Central banks are hoarding gold. Even sovereign wealth funds are whispering about Bitcoin. When the world's smartest money starts hedging against the monetary system itself, you know the rules are changing. The question: Are you positioned for the world that was, or the one that's coming? My latest piece explores some key takeaways from the IMF’s latest External Sector Report and examines what’s happening with global current account balances and what they might be signaling. Read more below. …more Beyond the Curve Beyond the Curve Subscribe Subscribe to {:entityName} The Widening Divide: What Global Imbalances Are Trying to Tell Us Paul Farella like 3 Show all posts ExperienceExperience Moneco Advisors logo Private Wealth Advisor Private Wealth Advisor MONECO Advisors · Full-timeMONECO Advisors · Full-time Sep 2023 - Present · 2 yrs 5 mosSep 2023 to Present · 2 yrs 5 mos Pittsfield, Massachusetts, United States · On-sitePittsfield, Massachusetts, United States · On-site Wealth Management Services, Leadership and +3 skills Willow Investments Willow Investments Willow Investments Full-time · 4 yrs 3 mosFull-time · 4 yrs 3 mos Pittsfield, Massachusetts, United StatesPittsfield, Massachusetts, United States Managing Director Managing Director Dec 2020 - Sep 2023 · 2 yrs 10 mosDec 2020 to Sep 2023 · 2 yrs 10 mos Achieving client goals across diverse objectives. Integrating forward-thinking approaches with risk management and portfolio construction. Our dollars make a difference.Achieving client goals across diverse objectives. Integrating forward-thinking approaches with risk management and portfolio construction. Our dollars make a difference. Asset Management, Business Strategy and +7 skills VP, Director of Sustainable Investments VP, Director of Sustainable Investments Jul 2019 - Dec 2020 · 1 yr 6 mosJul 2019 to Dec 2020 · 1 yr 6 mos ◦ Co-manage over one hundred and thirty million dollars in client assets across diverse objectives ◦ Lead ESG / SRI investment strategy (environment, social, governance) and portfolio creation process to more closely align investor capital with their personal ethos and values systems◦ Co-manage over one hundred and thirty million dollars in client assets across diverse objectives ◦ Lead ESG / SRI investment strategy (environment, social, governance) and portfolio creation process to more closely align investor capital with their personal ethos and values systems Alexandra Dest Capital Management logo Alexandra Dest Capital Management Alexandra Dest Capital Management 9 yrs 11 mos9 yrs 11 mos Portfolio Manager Portfolio Manager Mar 2016 - Jul 2019 · 3 yrs 5 mosMar 2016 to Jul 2019 · 3 yrs 5 mos Pittsfield, Massachusetts AreaPittsfield, Massachusetts Area Responsibilities: ◦ Portfolio management ◦ Risk management, economic research, equity and fixed income research and analysis ◦ Detailed operations and compliance tasks ◦ Client servicingResponsibilities: ◦ Portfolio management ◦ Risk management, economic research, equity and fixed income research and analysis ◦ Detailed operations and compliance tasks ◦ Client servicing Analyst, Portfolio and Operations Associate Analyst, Portfolio and Operations Associate Full-timeFull-time Sep 2009 - Mar 2016 · 6 yrs 7 mosSep 2009 to Mar 2016 · 6 yrs 7 mos Pittsfield, Massachusetts, United StatesPittsfield, Massachusetts, United States Berkshire Bank logo Asset Management/Trust Group Intern Asset Management/Trust Group Intern Berkshire BankBerkshire Bank Jun 2009 - Aug 2009 · 3 mosJun 2009 to Aug 2009 · 3 mos Pittsfield, Massachusetts AreaPittsfield, Massachusetts Area Responsibilities: ◦ Investment grade corporate bond research ◦ Macro-economic research and reporting ◦ Mutual fund evaluation and analysis Responsibilities: ◦ Investment grade corporate bond research ◦ Macro-economic research and reporting ◦ Mutual fund evaluation and analysis University of Hartford logo Financial Accounting Services Financial Accounting Services University of HartfordUniversity of Hartford Sep 2005 - May 2009 · 3 yrs 9 mosSep 2005 to May 2009 · 3 yrs 9 mos West Hartford, CTWest Hartford, CT Responsibilities: ◦ Office support and clerical work ◦ Customer service ◦ Oracle database managementResponsibilities: ◦ Office support and clerical work ◦ Customer service ◦ Oracle database management EducationEducation Antioch University New England logo Antioch University New England Antioch University New England Master of Business Administration - MBA, SustainabilityMaster of Business Administration - MBA, Sustainability Sep 2011 - Nov 2012Sep 2011 - Nov 2012 Activities and societies: Net ImpactActivities and societies: Net Impact University of Hartford logo University of Hartford University of Hartford BSBA, Economics & FinanceBSBA, Economics & Finance 2005 - 20092005 - 2009 Activities and societies: Omicron Delta Epsilon - International Honor Society for EconomicsActivities and societies: Omicron Delta Epsilon - International Honor Society for Economics Show all 3 educations Licenses & certificationsLicenses & certifications GAFM Global Academy of Finance and Management ® logo AFA Accredited Financial Analyst® AFA Accredited Financial Analyst® GAFM Global Academy of Finance and Management ®GAFM Global Academy of Finance and Management ® Issued Jul 2023Issued Jul 2023 Show credential GAFM Global Academy of Finance and Management ® logo ChFM Chartered Financial Manager® ChFM Chartered Financial Manager® GAFM Global Academy of Finance and Management ®GAFM Global Academy of Finance and Management ® Issued Jul 2023Issued Jul 2023 Show credential Show all 5 licenses & certifications ProjectsProjects "Business Case for Gleaning" "Business Case for Gleaning" Dec 2012 - PresentDec 2012 - Present This business case was written for The Community Kitchen in Keene, NH as a team assignment in the MBA program at Antioch University. The business case shows that a small non-profit which provides emergency food to residents in a community near diverse vegetable farms can implement and sustain a new program for gleaning with relatively little start-up cash. Gleaning is the act of harvesting agricultural surplus - that which is left in the fields after the primary harvest - and was used in ancient times as a way of building food security into local food systems.This business case was written for The Community Kitchen in Keene, NH as a team assignment in the MBA program at Antioch University. The business case shows that a small non-profit which provides emergency food to residents in a community near diverse vegetable farms can implement and sustain a new program for gleaning with relatively little start-up cash. Gleaning is the act of harvesting agricultural surplus - that which is left in the fields after the primary harvest - and was used in ancient times as a way of building food security into local food systems. Other contributorsOther contributors Strategic Marketing Consultant, The Works Bakery Cafe Strategic Marketing Consultant, The Works Bakery Cafe May 2012 - Jun 2012May 2012 - Jun 2012 The Works’ six locations scattered around New England have become informal local landmarks known for their quality food and casual atmosphere. The company’s dedication to sustainability started with the construction of eco-friendly buildings with material reuse, smart resource and waste management systems, their constant use of high quality ingredients, and drive to ensure equal opportunity and fair management practices. • Conducted market and customer research to determine customer perspective to help shape future mission development. • Developed framework to identify current customer demographics and preferences. Created strategies to assists with ideal core customer capture. • Created implementation steps to improve online and social media presence. • Created strategies to meaningfully utilize customer email capture systems.The Works’ six locations scattered around New England have become informal local landmarks known for their quality food and casual atmosphere. The company’s dedication to sustainability started with the construction of eco-friendly buildings with material reuse, smart resource and waste management systems, their constant use of high quality ingredients, and drive to ensure equal opportunity and fair management practices. • Conducted market and customer research to determine customer perspective to help shape future mission development. • Developed framework to identify current customer demographics and preferences. Created strategies to assists with ideal core customer capture. • Created implementation steps to improve online and social media presence. • Created strategies to meaningfully utilize customer email capture systems. Other contributorsOther contributors Show all 4 projects VolunteeringVolunteering Global Reporting Initiative (GRI) logo GRI Stakeholder Council Member GRI Stakeholder Council Member Global Reporting Initiative (GRI)Global Reporting Initiative (GRI) Jan 2020 - Present · 6 yrs 1 moJan 2020 - Present · 6 yrs 1 mo Chairman of The Board of Directors Chairman of The Board of Directors Chairman of The Board of Directors Love of T Foundation, Inc.Love of T Foundation, Inc. Nov 2021 - Present · 4 yrs 3 mosNov 2021 - Present · 4 yrs 3 mos Social ServicesSocial Services Show all 4 volunteer experiences SkillsSkills Wealth Management Services Wealth Management Services Company logo Private Wealth Advisor at MONECO AdvisorsPrivate Wealth Advisor at MONECO Advisors Leadership Leadership Company logo 2 experiences across MONECO Advisors and 1 other company2 experiences across MONECO Advisors and 1 other company Show all 50 skills RecommendationsRecommendations ReceivedReceived GivenGiven Nothing to see for now Nothing to see for now Recommendations that Paul receives will appear here.Recommendations that Paul receives will appear here. Honors & awardsHonors & awards Berkshire County 40 Under Forty Award Berkshire County 40 Under Forty Award Issued by Berkshire Community College, 1Berkshire · Jan 2024Issued by Berkshire Community College, 1Berkshire · Jan 2024 Every year, the Berkshire County 40 Under Forty Awards honor a generation of community leaders that is investing their time, talents, and efforts to improve the quality of life for those living and working in the Berkshires.Every year, the Berkshire County 40 Under Forty Awards honor a generation of community leaders that is investing their time, talents, and efforts to improve the quality of life for those living and working in the Berkshires. 40UnderForty Profiles40UnderForty Profiles LanguagesLanguages English English Native or bilingual proficiencyNative or bilingual proficiency InterestsInterests Top VoicesTop Voices CompaniesCompanies GroupsGroups NewslettersNewsletters SchoolsSchools Daniel Goleman Daniel Goleman Daniel Goleman Director of Daniel Goleman Emotional Intelligence Online Courses and Senior Consultant at Goleman Consulting GroupDirector of Daniel Goleman Emotional Intelligence Online Courses and Senior Consultant at Goleman Consulting Group 5,812,392 followers5,812,392 followers Follow Nassib Chamoun Nassib Chamoun Nassib Chamoun Founder President & CEO, Health Data Analytics InstituteFounder President & CEO, Health Data Analytics Institute 4,071 followers4,071 followers Follow CausesCauses Economic Empowerment • Education • Environment • Health • Human Rights • Science and Technology • Arts and CultureEconomic Empowerment • Education • Environment • Health • Human Rights • Science and Technology • Arts and Culture More profiles for youMore profiles for you Dan Bergeron Dan Bergeron Dan Bergeron · 3rd+3rd+ degree connection Co-Owner at Gray Raven Farm LLCCo-Owner at Gray Raven Farm LLC Message Charlie Rocco Charlie Rocco Charlie Rocco · 3rd+3rd+ degree connection Managing Partner & CEO at Moneco AdvisorsManaging Partner & CEO at Moneco Advisors Message Samiul Anam is hiring Samiul Anam Samiul Anam · 3rd+3rd+ degree connection Chairman & CEO at M & N HomecareChairman & CEO at M & N Homecare Message Michelle Jaimie Learish is open to work Michelle Jaimie Learish Michelle Jaimie Learish · 3rd+3rd+ degree connection Author and StreamerAuthor and Streamer Messageless