Paul Seizert is responsible for creating and executing the strategy for day-to-day operational activities and processes at Heron Bay Capital Management. He is actively involved in investment decisions, relationship management, and firm operations.
Before the formation of Heron Bay Capital Management, Paul was a Director of Client Relationships and an Investment Analyst at Seizert Capital Partners. Paul graduated from the Smith School of Business at the University of Maryland in 2014. While attending the graduate program, Paul worked as an Investment Associate with the Dingman Center Angel Network, working to introduce local entrepreneurs in need of seed capital with angel investors. Paul also worked as a Marketing Associate at Monsoon Capital, LLC, implementing standardized distribution processes for the different hedge fund strategies. Prior to attending business school, Paul worked as a Sales Manager at a software company in McLean, VA.
Post-Secondary Educational Background:
- University of New Hampshire, Bachelor’s Degree in Finance: 2005
- University of Maryland, Master’s Degree in Finance: 2014
Hobbies and Interests:
- Downhills skiing is a sport where I can immediately hit a flow-state. Everything outside your immediate decisions and translation to the ski runs melts away when I ski. I started skiing at 8 years-old and chose to go to undergrad at University of New Hampshire partially due to the draw of the mountains. During undergrad, I skied 40+ days per year and even moved to Colorado for a ski season after graduation. For me, skiing is a freedom of expression through calculated risk-taking.
- Golf, weightlifting/fitness, and my family (in reverse order of importance).
What “superpower” do you apply to your work?
I value variety in my work and love that Heron Bay requires me to do different things. As such, I am not a specialist, but a generalist – a “Swiss Army Knife” role. The superpower that I use is task-switching, which allows me to reorient my efforts to tackle highly urgent and important tasks as the day needs it. To make sure that task-switching doesn’t devolve into A.D.D. I have developed systems to limit frenetic energy: morning workouts, limited caffeine, lists on multiple dry erase boards, calendar-blocking, and more. Akin to understanding behavioral biases in investing, I recognize that my personal defaults need to be managed. As a productivity nerd, I have lots of tools to squeak the most out of my days.
What makes you a good steward of wealth?
I am a natural empath that seeks to know people at a deeper level. As an inquisitive person with this characteristic, I often engage with people on a psychological level as we discuss life circumstances and family. This can be off-putting for new acquaintances, but I am genuinely interested in what motivates and animates people, and often dive right in. I tend to form deep relationships and use those relationships as ongoing reinforcement of long-term stewardship on behalf of clients.