John Paul (JP) Phaup was Managing Director – Investments of Wells Fargo Advisors in McLean, Virginia, from 1991–2019. While there he specialized in wealth management and charitable strategies for clients, while giving hundreds of seminars and presentations for continuing education classes, business conferences, governmental agencies and others. JP also served on the George Mason University Foundation for twelve years and as Chairman of the Investment Committee. For several years he was an adjunct professor of finance and a lecturer for nonprofit studies at Mason.
He was appointed Chairman of the Arts at Mason Partnership and founded Instruments in the Attic along with the Mason Community Arts Academy. Prior to the investment industry, JP was a political consultant and campaign manager and co-founded a software firm that developed microsystems for campaign efforts. Phaup earned his BA in Public Affairs from the University of Southern California, an MBA from George Mason University, and was named Masonʼs Alumnus of the Year 2009.
JP is available through:
Keynotes and seminars can be delivered in various formats, depending on level of detail and time appropriation.
The Custom Experience allows you to select pertinent topics PLUS integrate your unique circumstances into the presentations.
The Full Seminar Experience runs 3-6 hours, depending upon time spent in workshop sessions. These are popular, giving audiences a chance to practice while they learn, and can be conducted over one or two days.
“...removes the mystery of money management...topics woefully missing in most nonprofit management training programs.”
“JP unpacks many components and then reorganizes the information in a way for you to obtain perspective...”
“I have never understood many of these basic concepts...he explained it in a way that made it understandable.”
“I received many positive comments from the staff about the content of the sessions.”
“It is apparent from the many questions received from employees that you had a very positive influence on many of them.”
“He is in full command of the complex and volatile subject areas that are germane to the seminar’s focus.”
