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Vested Interest is a blog about the human side of personal finance where Paul writes about things that will help you make better decisions with your money. Paul Meloan advises clients about personal finance as a co-founder of Aegis Wealth Management, LLC in Bethesda, Maryland.

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Paul Meloan is an owner & director of Aegis Wealth Management, LLC, located in Bethesda, Maryland USA. In addition, he is a veteran runner & multisport athlete, training and competing at various distances from 5k to Ironman. He is also slow.

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custodian

Basic Training
Paul Meloan
November 26, 2019
6 Min Read

The brokerage and custody business

The latest move in the ever-shifting world of investment brokers is a BIG one.

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