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image: View Link
name: Paula
lname: Brancato
email: paula.brancato@barnumfg.com
state: Florida
phone: +1 310-429-5181
postal_code: 33473
website: View Link
designations__text_: CEPA, CLTC, MBA,CFP
advisor_type: Financial Advisor
city: Boynton Beach
display_country: United States
company_name: Barnum Financial
markets_served:
profile_description:


Paula Brancato is a value creation consultant, executive coach and advisor to tech and middle market businesses, private equity groups, high net worth individuals and family offices. Her strategic expertise derives from service as a CEO and CFO, as well as from the hundreds of companies and management teams she has helped grow and fund. Her expertise includes visionary leadership and creativity training, business development, sales training, governance, risk management and accountability systems, and the design and execution of resilient, sustainable and highly customized growth and value acceleration plans.   

 

Before establishing her own company, Brancato was a trusted advisor at Northwestern Mutual Wealth Management and at Barnum Financial, where she continues as a consultant. She has also served as Regional Vice President of Alpha Omega Capital Partners, investment bankers.  Prior to this, she was a Senior Manager at Deloitte & Touche working with risk management and governance, private investors and hedge fund managers, Senior Vice President for Rogers Casey pension consultants, Vice President of Marketing and Product Development for Equitable Capital, and a derivatives expert and senior consultant with McKinsey & Company, Morgan Stanley and The World Bank.    

 

Brancato currently serves as Non-executive Director of Tower Resources PLC, a publicly traded, independent oil and gas company with a pan-African focus. Brancato facilitated the NYTech Alliance CEO roundtable and is a mentor for the American Technology Venture Lab.  She also created and runs the Harvard Club’s Artificial Intelligence special interest group, a global, salon-style, thinktank dedicated to increasing AI literacy and showcasing positive, forward-thinking applied AI for business, medicine, and environmental and social well-being.

 

A published author and sought-after speaker on topics of AI, business and financial management, Brancato has served as faculty in the graduate programs of University of Southern California and Stonybrook Southampton. Brancato earned her M.B.A. from the Harvard Business School where she was a Herman Meuhlstein/Godfrey Cabot Fellow.  She is a graduate of Hunter College, Series 7, 63, 3 and health and life insurance licensed, a Certified Financial Planner ™, Certified Exit Planner, CLTC and CFA III candidate.