PARAGON PRIVATE WEALTH MANAGEMENT LLC of LEXINGTON, KY is an SEC-registered investment adviser (CRD 312817). Regulatory assets under management: $457.9M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Justin Alexander Sherman | MANAGING MEMBER | — |
| Catherine Elizabeth Salsman | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Mary Kathryn Lockwood | CHIEF INVESTMENT OFFICER | — |
| Sherman Justin Alexander | MANAGING MEMBER; SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| SALSMAN CATHERINE ELIZABETH | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| LOCKWOOD MARY KATHRYN | CHIEF INVESTMENT OFFICER | — |