Paul CroitorooPaul Croitoroo
Managing Director
Wealth 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

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.