CPA, MBA, Chief Financial Officer
Paul Martin serves as the Chief Financial Officer of Kaulig Companies. His primary responsibilities include the management and oversight of financial reporting, financial planning, and strategic opportunities for the firm. Paul holds his Certified Public Accountant (CPA) license and earned the Master of Business Administration (MBA) degree.
Prior to joining Ellsworth Advisors, Paul was a tax partner at Apple Growth Partners, a regional CPA firm headquartered in Cleveland, Ohio. While at Apple Growth Partners, Paul worked with large, private companies and ultra-high-net-worth individuals and consulted on strategic planning, complex tax issues, mergers and acquisitions, and wealth management planning. He has over 10 years of experience working closely with business owners not only on business matters, but also advising his clients on succession planning and wealth management after significant liquidity events.
Paul graduated from John Carroll University with his BSBA in Accounting and MBA degrees. He is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. Paul is involved with numerous charities and has served on the boards for several of the foundations.
In his spare time, Paul enjoys spending time with family and friends and golfing. Paul lives in Hudson with his wife, Jane, and daughter, Elizabeth.