Paul CroitorooPaul CroitorooManaging DirectorWealth Advisor
"My clients include high-net-worth individuals, corporate executives, foundations and corporations."
Awards and Industry Recognition
Forbes
Top Wealth Management Teams Best-In-State
2025 • 2024
About Paul
Paul Croitoroo is a Wealth Advisor and Managing Director at J.P. Morgan Wealth Management.
Paul's clients include high-net-worth individuals, corporate executives, foundations and corporations.
With over 35 years of experience in the industry, Paul was a Senior Managing Director at a J.P. Morgan predecessor firm and stayed through the merger in 2008. He began his career in institutional sales and trading at Smith Barney, Harris Upham & Co, Inc.
Paul received a B.A. in Economics from Columbia University, where he was also the recipient of the prestigious undergraduate prize in Economics. He earned an M.B.A. from the Stern School of Business at New York University.
Paul remains very active in the Columbia University alumni community and is also the current benefactor of the Prof. C. Lowell Harriss Scholarship. Additionally, he is involved in various Israel-based charities.
Insights
Wealth Planning
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Markets and Economy
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Investing
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Retirement
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Investing
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November 12, 2025As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowWealth Planning
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November 12, 2025As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowWealth Planning
Leaving your job
November 12, 2025Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read NowMarkets and Economy
Why the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read NowInvesting
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowRetirement
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November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowRetirement
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read NowInvesting
Preserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
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