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Paul W. Harvey, CFA, CPWA® — Private Wealth Advisor, Vaquero Private Wealth
CFA®CPWA®

Paul W. Harvey

Private Wealth Advisor

Vaquero Private Wealth

Dallas, Texas

"Four decades of institutional portfolio management — now dedicated to building portfolios as unique as the families they serve."

paul.harvey@vaquerowealth.com

Biography

Paul Harvey has been managing money for more than four decades. Not four years. Not fourteen. Forty. In an industry where the average advisor has been practicing for a fraction of that, Paul has seen — and managed through — every market environment imaginable: the crash of '87, the dot-com collapse, the global financial crisis, the pandemic, and everything in between. That depth of experience cannot be taught, replicated, or accelerated. It can only be earned.

Before joining Vaquero Private Wealth, Paul served as a Managing Director at BlackRock — the world's largest asset manager, with over $11 trillion in assets under management. At BlackRock, he led a large team of investment professionals responsible for high-net-worth individuals and institutions across twenty-nine states. In that capacity, he supported the design of multi-asset investment solutions that combined active and passive portfolio strategies with alternative investments — work that required the ability to think across asset classes, risk factors, and time horizons simultaneously.

Prior to BlackRock, Paul served as Regional Director and Portfolio Manager at Merrill Lynch Asset Management, where he developed customized portfolios for individual clients and oversaw a regional team of portfolio managers. It was in this role that he honed the skill that defines his work today: the ability to construct a portfolio that is genuinely tailored to one person's life — not a model designed for a demographic.

At Vaquero, Paul brings that institutional-scale perspective to an independent, fiduciary practice — designing customized multi-asset portfolio solutions for clients that integrate public equities, fixed income, alternatives, and private investments into a single, coordinated strategy. His approach begins not with a model or a benchmark, but with the client: their tax situation, their liquidity needs, their risk tolerance, their family dynamics, and their long-term intentions. Every portfolio he builds reflects those realities.

"That depth of experience cannot be taught, replicated, or accelerated. It can only be earned."

Professional Credentials

Credentials &
Education

Designations & Education

Chartered Financial Analyst® (CFA)

CFA Institute

Certified Private Wealth Advisor® (CPWA®)

Investments & Wealth Institute

M.B.A., Finance

Cox School of Business, Southern Methodist University

B.B.A., Finance

The University of Texas at Austin

Career Background

Former Managing Director

BlackRock, Inc.

Former Regional Director & Portfolio Manager

Merrill Lynch Asset Management

40+ Years of Investment Management Experience

Spanning multiple market cycles and asset classes

The CFA designation is the global gold standard in investment analysis and portfolio management.

The CPWA® is an advanced certification designed specifically for advisors serving high-net-worth and ultra-high-net-worth clients. Developed by the Investments & Wealth Institute, the program focuses on the full lifecycle of wealth — accumulation, preservation, and distribution. CPWA-certified advisors oversee an average of $7.3 million per client, nearly four times the amount managed by non-CPWA holders.

Expertise

Areas of
Expertise

Customized multi-asset portfolio construction

Active and passive investment strategy integration

Alternative investments and private market allocation

Institutional-grade risk management

Tax-aware portfolio design

Investment selection and manager due diligence

Asset allocation across public and private markets

Wealth preservation and distribution strategies

Perspective

The Experience
Advantage

Markets are cyclical. Crises are inevitable. And the difference between a good portfolio manager and a great one is often visible only in the moments that test both — the moments when discipline, pattern recognition, and calm decision-making matter more than any algorithm or model.

Paul has managed portfolios through every major market event of the last 40 years. He has seen what works, what doesn't, and — most importantly — what looks like it works until it suddenly doesn't. That experience informs every portfolio he builds at Vaquero: diversified, tax-aware, individually constructed, and designed to endure.

At BlackRock, Paul designed investment solutions at the scale of the world's largest asset manager. At Vaquero, he applies that same institutional rigor to families who deserve it most — but who rarely receive it from the typical advisory practice.

1987

Black Monday

Managed through the largest single-day market crash in history

2000

Dot-Com Collapse

Navigated the unwinding of the technology bubble

2008

Global Financial Crisis

Preserved capital through the worst financial crisis since the Depression

2020

Pandemic Markets

Managed through historic volatility and the fastest bear market on record

"Diversified, tax-aware, individually constructed, and designed to endure."

Life Outside Work

Personal

Born in Tyler, Texas, Paul has called Dallas home for the past 40 years. He and his wife Julie have four grown children. They spend summers in Colorado, where they enjoy hiking, biking, golf, and discovering great local restaurants.

A long-time member of Highland Park United Methodist Church, Paul volunteers with local homeless shelters and takes a special interest in supporting youth summer camping programs, including Sky Ranch in East Texas — a commitment that reflects his belief that the most meaningful investments aren't always financial.

Tyler, TX NativeColorado SummersHiking & BikingGolfCommunity ServiceSky Ranch

Get Started

Work with Paul

If you want a portfolio manager whose experience spans BlackRock, Merrill Lynch, and four decades of market cycles — and who now dedicates that experience exclusively to families like yours — Paul welcomes the conversation.

Form ADV Part 2B — Brochure Supplement for Paul W. Harvey is available through the SEC's Investment Adviser Public Disclosure (IAPD) system.

View on SEC IAPD

Our Team

Meet the Rest of the Team

Vaquero Private Wealth, Ltd. is a registered investment adviser. Registration does not imply any level of skill or training. Professional designations are awarded by independent credentialing organizations and are subject to their respective requirements. Statistics regarding CPWA-certified advisor assets are sourced from the Investments & Wealth Institute and CEG Insights (2025).