Paul Metz


To kickstart his career, Paul took a summer intern position at a local firm, Lew Lieberbaum & Co. He would return in 1994 as a full-time investment professional after receiving a Business degree from Adelphi University.

After two years with LL & Co. Paul decided to try his hand at an start-up firm in New York City where he was able to learn from some very talented investment advisers. The tutoring worked, and Paul quickly became one of the top financial representatives at Maidestone Financial Services, Inc. He stayed there for some time cultivating a clientele until he was recruited by a local competitor, Walsh Manning Securities, Inc.

While Paul was working at Walsh Manning’s headquarters on Wall Street, Mr. Michael Finnan – the current President of Morgan Wilshire – was running his own Walsh Manning franchise on Long Island. The two had worked together previously at Lew Lieberbaum and shared a vision of how to best run an investment firm. Mr. Finnan started Morgan Wilshire in 1998 and that same year Mr. Metz signed on with the clear vision of helping the firm progress and compete as a well- heeled player in the financial community.
It was not long before Mr. Metz became Morgan Wilshire’s top producer, surpassing over 50 registered representatives (even those with far more experience) in a relatively short period of time. Mr. Metz helped the firm build its international desk and to this day he continues to build his clientele and to help investors achieve their most desired financial goals.

Today, Mr. Metz is a partner, shareholder and the acting Chief Executive Officer at Morgan Wilshire Securities, Inc. He oversees multiple areas of the firm’s trading desk and is recognized by the firm as a consummate professional. He possesses numerous financial licenses, including the Series 6, 7, 55, 63 & 65. Paul’s hobbies include golf, hockey, tennis, hunting and last but not least, spending as much time as possible with his family.

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