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Paul Robert Volpe
Analyst-Equity bij Paradigm Financial Partners LLC
Profiel
Mr. Paul R.
Volpe is a Managing Partner at Paradigm Financial Partners LLC.
He specializes in financial analysis and research.
Mr. Volpe manages the firm's investment portfolio and the web-based wealth-planning platform that provides clients with a comprehensive, aggregated view of their financial situation.
He meets with clients throughout the financial planning process as he designs and monitors client portfolios, either independently or through third party managers, and analyzes market trends.
Mr. Volpe believes in helping clients become fully informed about their financial life.
He joined Paradigm Financial Partners in August of 2003 after selling his own practice where he managed over $45 million.
In addition to his experience and knowledge, he brings a relationship oriented philosophy to the firm’s clients.
He recognizes the importance of understanding a client’s vision and values, not just their financial situation.
He received his undergraduate degree from Boston University.
Actieve functies van Paul Robert Volpe
Bedrijven | Functie | Begin |
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Paradigm Financial Partners LLC
![]() Paradigm Financial Partners LLC Investment ManagersFinance Paradigm Financial Partners LLC (Paradigm) is a SEC-registered investment advisor headquartered in Westport, Connecticut. The firm is wholly-owned by Paradigm Financial Holdings LLC. Paradigm offers investment advisory services to individuals, high net-worth individuals, family offices, trusts, institutions, businesses, charitable foundations, and retirement/profit-sharing plans. | Analyst-Equity | - |
Opleiding van Paul Robert Volpe
Boston University | Undergraduate Degree |
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Paradigm Financial Partners LLC
![]() Paradigm Financial Partners LLC Investment ManagersFinance Paradigm Financial Partners LLC (Paradigm) is a SEC-registered investment advisor headquartered in Westport, Connecticut. The firm is wholly-owned by Paradigm Financial Holdings LLC. Paradigm offers investment advisory services to individuals, high net-worth individuals, family offices, trusts, institutions, businesses, charitable foundations, and retirement/profit-sharing plans. | Finance |