Investment Management & Family Office

Investing in
what matters.

Exel Asset Management Corporation is a full-service investment management and family office firm. We manage assets and provide personal financial services for families with significant investment assets.

Meet the Team Our Services
About

Full-Service Investment Management

Exel Asset Management Corporation manages assets and provides personal financial services for families with significant investment assets. Our team brings decades of experience across technology, venture capital, private equity, and financial management.

Leadership

The Team

Experienced leadership in investment management and financial services.

Paul Margolis

Paul Margolis

President

Paul Margolis is President of Exel. Paul has had a successful career in technology companies as Founder, CEO of public and private companies, venture capitalist, private equity investor, and investment manager.

Paul co-founded Marcam Corporation, an ERP software company, and served as its Chairman and CEO for 15 years. Marcam grew to over $200 million in revenue, with more than 1,200 employees and operations around the world. Marcam had a successful IPO and Paul was CEO as a public company for five years.

Paul also co-founded Longworth Venture Partners, a successful software venture capital firm. Longworth has invested in 60 software companies over 20 years. Paul has personally led or co-led investments in more than 30 software companies and has served on the board of directors of 27 software companies, including three public companies.

BA, Brown University • MBA, Harvard Business School
30+ Companies Invested
27 Board Seats
60 Portfolio Companies
Andrew Sipple

Andrew Sipple

Chief Financial Officer

Andrew Sipple is a corporate finance professional with deep expertise in financial management, tax planning and strategy, and capital structure planning and execution. He brings a comprehensive approach to debt and equity management, financial reporting, and accounts payable relationship management, supporting organizations in maintaining financial strength and operational efficiency.

Andrew has significant experience in merger and acquisition strategy, helping guide complex transactions through thoughtful analysis, planning, and execution. His work is grounded in a strong understanding of accounting, economics, and regulatory considerations, allowing him to align financial strategy with broader business objectives.

BS, University of Nebraska • MBA, Westminster University

Advanced coursework in Tax & Auditing at the University of Utah, International Relations at the London School of Economics, and Accounting & Economics at Pace University.

Capital Strategy
M&A Advisory
Tax Planning
What We Do

Our Services

Comprehensive investment management and personal financial services.

Asset Management

Strategic management of investment portfolios tailored to the needs of families with significant assets.

Family Office Services

Comprehensive personal financial services — from financial planning and reporting to tax strategy and estate coordination.

Investment Strategy

Disciplined investment approach informed by decades of experience in technology, venture capital, and private equity.

Financial Reporting

Meticulous accounting, tax management, and financial reporting to keep clients informed and compliant.