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Team Bios

Paul J Boyd
Wealth Advisor – Managing Partner

Connect with Paul Boyd

Paul serves as managing partner and Wealth Advisor at ClearPath. Paul has made a career of developing and managing investment advisor businesses and has been quoted in industry media in the areas of the financial services for Silicon Valley wealth. Prior to founding the predecessor to ClearPath Capital Partners LLC, Paul worked at Bear Stearns building a team who advised technology executives on financial services. Before Bear Stearns, Paul worked to establish a west coast retail advisor business for Josepthal and Company which later became part of today’s Oppenheimer & Company. Paul has also been a financial advisor at Citibank Investment Services and he began his career at Sherwood Capital in 1987. He is a graduate of the University of California, BA Politics: Econ/Law, been a candidate for CFA level I, in the past has held various insurance and securities licenses series 7,63,24 and 65. He is currently licensed as an Investment Advisory Representative. Paul is a member of the Silicon Valley Chapter of the Financial Planning Association (FPA); and The Financial Planning Forum, Inc. (FPF). In the community, Paul serves on the board of trustees for Camp Sea Lab as treasurer and executive committee member.

Jennifer M.R. Devlin
Operations and Sales Administrative Associate

Jennifer supports the partners of ClearPath Capital in an operational and administrative capacity. She consistently delivers high quality support to aid in client interaction utilizing her outstanding organizational skills and strong work ethic. Prior to ClearPath Jennifer worked at Franklin Templeton Investments and worked as part of the startup team that created the California Institute for Regenerative Medicine. Jennifer is a graduate of Notre Dame de Namur University. She graduated Magna cum Laude with a Bachelor of Arts degree in Political Science.

Barbara S. Gault
Independent Certified Financial Planner CFP®

Barbara has provided in-depth financial planning analysis and financial plan development for many ClearPath Capital clients since 2002. Barbara has worked as a Vice President at Northern Trust, a private client advisor at First Republic Bank, Citibank, Chemical Bank and as a Senior Marketing Officer for the private client services of Bankers Trust. She is a Vasser College alumna and a Certified Financial Planner (CFP®)

Nathaniel R. Lane
Wealth Advisor – Partner

Nathaniel directs our ClearPath Client Services team and works directly with clients helping them through the ongoing wealth management process. He was an early co-founder and today serves as a Wealth Advisor for clients where he serves in planning and portfolio management for individual client portfolios. Prior to ClearPath, Nathaniel spent many years working for Shearson Lehman and Smith Barney as a Financial Advisor in the heart of the Silicon Valley. He began his career as an advisor at Sherwood Capital in 1987. He has been a candidate for CFA level I, in the past has held various insurance and securities licenses series 7, 63, 24 and 65. He is currently licensed as an Investment Advisory Representative and is a member of the Silicon Valley Chapter of the Financial Planning Association (FPA); and The Financial Planning Forum, Inc. (FPF).

Troy Larson
Wealth Advisor – Partner

Troy manages our ClearPath Advisors Marketing team and works with the staff in the ongoing daily operations of the firm. He is also a cofounder and he interacts with clients by directing them to their wealth advisor  for their planning and advisory needs and  individual portfolio construction. He also acts as human resources coordinator for ClearPath. Prior to ClearPath Troy worked in the Private Client Group of Hotovec, Pomeranz & Co., a local investment bank and as a Regional Director of Sales and Marketing for 24 Hour Fitness.  In the past Troy has held various securities licenses series 7, 63, 24 and 65.

Jordan Bruno
Advisor Associate

Jordan is an associate wealth advisor with ClearPath. He works with client development which includes working directly with clients helping them through the wealth management process and assists in the planning and portfolio management of individual portfolios. Prior to ClearPath, Jordon was a research analyst at E3 ventures. He is a graduate of the University of California Davis (B.S. – Neurobiology, Physiology and Behavior Pre-Med). He holds the securities license series 65. He is licensed to provide investment advisory services nationwide.

John Dodd
Advisor Associate

John is an associate wealth advisor with ClearPath. He works with client development which includes working directly with clients helping them through the wealth management process and assists in the planning and portfolio management of individual portfolios. Prior to ClearPath, John was a Business Analyst at Franklin Templeton Investments. He graduated cum laude from of the University of California Davis (B.S. – Managerial Economics).  He holds the securities license series 65.  He is licensed to provide investment advisory services nationwide.

Dylan Gavin
Advisor Associate

Dylan is an associate wealth advisor with ClearPath. He works with client development which includes working directly with clients helping them through the wealth management process and assists in the planning and portfolio management of individual portfolios.  Prior to ClearPath, Dylan won the Scholar Athlete award for College Baseball at University of Oregon 2009-2011.  He graduated with the Dean’s Scholarship each year from University of Oregon (B.S. – Economics; Minor – Business)

Joseph Rebelo Jr.
Diablo Insurance & Financial Services

Princor Registered Representative and California Insurance License OD68539 and Member of FINRA, SIPC
Mr. Rebelo is a strategic alliance partner to ClearPath specializing in Life and Health related Insurance. His areas of expertise include Insurance services for both individuals and groups for the following areas: Life Insurance, Health Insurance, Long Term Care, Vision, Dental, Medicare, Disability, Business Continuation Strategies, Executive Benefit Strategies and Group Retirement Plans. Mr. Rebelo Is a graduate of California State University Chico with a BA in Communications, and Minor in Business. He is a Member of the MDRT, Million Dollar Round Table, The Premier Association of Financial Professionals, and holds the LUTCF Designation, Life Underwriter Training Fellow.