CIM Group has appointed financial services veteran Paul Weisenfeld as Head of National Accounts, a move to grow its Private Wealth Group. Based in New York, Weisenfeld will lead efforts to expand CIM Group’s presence across the private wealth landscape, including wirehouses, broker-dealers, RIAs and independent financial advisors.
With over 30 years of experience in wealth and asset management, Weisenfeld is known for his success in scaling distribution strategies and developing innovative investment solutions in both traditional and alternative asset classes. In his new role, he will oversee the National Accounts team and spearhead strategic initiatives aimed at enhancing CIM’s distribution footprint and deepening key partnerships.
“I look forward to leveraging my experience to drive growth and provide innovative solutions across real estate, infrastructure and credit for our clients,” said Mr.Weisenfeld.
Weisenfeld brings experience from serving as Senior Relationship Manager at Allspring Global Investments, where he led distribution efforts for new ETFs and helped double sales for three consecutive years at a key wealth management partner.
Before that, he headed Key Accounts at Wells Fargo Asset Management and held senior roles at firms like Morgan Stanley and Citigroup Global Wealth Management. His early career began in law, with a focus on alternative investments at Smith Barney.
“His leadership as Head of National Accounts will be instrumental as we broaden our reach in delivering innovative solutions to our partners and clients,” said Barry Schanker, Managing Director, Head of Private Wealth at CIM Group.
