Managing Partner and Co-Founder, Navis Wealth Management | Episode 4

Paul C. Fegan, Jr. is a Managing Partner and Co-Founder of Navis Wealth Management, a multifamily office founded in 2018 in Port Chester, New York. He heads the firm’s cross-border planning initiative and serves select clients, bringing over 20 years of experience in wealth management since beginning his career in 1996. Paul has developed broad expertise in addressing complex financial situations, particularly for clients with international business interests, entrepreneurs, business owners, and executives. His cross-border planning work encompasses the unique tax, legal, and currency considerations that international clients encounter, with deep understanding of how the U.S. tax system integrates with foreign countries, including tax treaty implications. Prior to founding Navis, Paul was a Financial Advisor with Merrill Lynch Wealth Management in New York and previously served as Managing Director of a New York-based multifamily office. He holds a Bachelor’s degree from Marist College and is a CERTIFIED FINANCIAL PLANNER (CFP).