2025 Wealth Crossroads: Dollar Dominance, Digital Assets, and Global Investment Dynamics
Thursday, July 24th, 2025
12:00 PM CT
Paul J. Carroll, CFP®
Paul Carroll, CEO and founder of Avion Wealth, is a visionary leader in wealth management, dedicated to empowering high-achieving professionals and entrepreneurs. Since founding Avion Wealth in 2005, Paul has guided his firm to manage close to $800 million in assets, serving an exclusive clientele of discerning families and business leaders. His consultative approach, rooted in a deep understanding of his clients’ core values and ambitions, goes beyond traditional investment strategies. Paul specializes in crafting tailored solutions that address the complexities of wealth preservation, tax efficiency, estate planning, asset protection, and impactful philanthropy, ensuring his clients not only grow their wealth but also sustain and protect it for future generations.
Apollo Lupescu, PhD
Apollo Lupescu is a Vice President at Dimensional Fund Advisors, where he started in 2004 after finishing his PhD in economics and finance at the University of California, Santa Barbara. During his tenure at the firm, Apollo has gained experience in a wide variety of practical subject matters. He was part of the Dimensional Investment Strategies group, worked directly with financial advisors in the Northeast area assisting in the development of their business, managed the internal Client Services team that provides broad analytical support, and then oversaw the firm’s national advisor retirement business. He is currently Dimensional’s “secretary of explaining stuff.” In this role, he frequently presents around the country and the world at financial advisor professional conferences and individual investor events.
