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Paul Ruppe, CFA®, CPA

Manager

Paul J. Ruppe serves as an Investment Research Manager who supports client teams with guidance spanning public equity and fixed-income strategies, private investments, and market trends. Additionally, he performs stock analyses and assists with investment education.

Prior to joining St. Louis Trust & Family Office in 2024, Paul worked as a Senior Analyst on the Manager Research team within Stifel’s CIO Office, where he conducted investment research and due diligence across mutual funds, exchange-traded funds, and separately managed accounts. Before Stifel, he spent several years as a Manager Research Analyst at Morningstar, where he served as the lead analyst on various premier equity strategies within the industry. While at Morningstar, Paul covered U.S. and international large-, mid-, and small-cap asset classes, authored more than 150 client publications, including ratings reports and editorial columns, and coauthored a long-form original research piece. Prior to that, he worked at Northern Trust Hedge Fund Services and PwC.

Paul earned his Bachelor of Science in accounting and Master of Accountancy degrees from the University of Missouri. He is a Chartered Financial Analyst® (CFA®) charter holder, member of the CFA Society of St. Louis, and a certified public accountant.

Outside of the office, Paul enjoys spending most of his time with his wife, daughter, and Australian shepherd but occasionally sneaks away to play golf, guitar, or video games.