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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Paul Stamoulis
President at Worth Media Group


Paul is President of Worth Media Group, a digital, magazine and event platform connecting a community that embraces Worth beyond Wealth. In addition to Worth, Paul serves as Managing Partner of Clarim Holdings, owner of Worth Media Group as well as board member to several of its portfolio companies. Clarim is a single family office that makes direct investments across a number of verticals that leverage the experience of our founder and network. Prior to Clarim Holdings, Paul enjoyed a 20+ year career across finance/banking & investments, having led and/or served as board member for various capital markets and banking businesses within two major Canadian Institutions.

Agenda Sessions

  • Elevating Service to Ultra High Net Worth Individuals: Innovative Strategies from Top Leading Family Offices

  • CEO Breakfast: Leading the Way-Navigating the growth of a Successful Financial Advisory Firm