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Robert S. Paolucci
Algemeen Directeur bij Principle Wealth Partners LLC
Actieve functies van Robert S. Paolucci
Bedrijven | Functie | Begin | Einde |
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Principle Wealth Partners LLC
![]() Principle Wealth Partners LLC Investment ManagersFinance Principle Wealth Partners LLC (PWP) is an independent wealth management firm and registered investment advisor headquartered in Madison, Connecticut with an additional office in Old Saybrook. The firm was founded by Robert S. Paolucci in 2017. PWP offers investment advisory services to individuals, high net-worth individuals, trusts, estates, retirement plans and corporations. | Algemeen Directeur | 01-01-2017 | - |
Oprichter | 01-01-2017 | - | |
Portefeuillebeheerder-Aandelen | 01-01-2017 | - |
Loopbaan van Robert S. Paolucci
Eerdere bekende functies van Robert S. Paolucci
Bedrijven | Functie | Begin | Einde |
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Essex Financial Services, Inc.
![]() Essex Financial Services, Inc. Investment ManagersFinance Essex Financial Services, Inc. (Essex Financial) is a registered investment advisor headquartered in Essex, Connecticut. The firm was founded by John W. Rafal in 2003 as John W. Rafal & Associates, Inc. They are a wholly-owned subsidiary of Essex Savings Bank. Essex Financial provides portfolio management services to individuals, high-net worth individuals, corporations, corporate pension and profit-sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and municipalities. | Directeur/Bestuurslid | 01-06-2009 | 30-10-2017 |
Lid van de Investeringscommissie | 01-06-2009 | 30-10-2017 | |
Portefeuillebeheerder-Aandelen | 01-06-2009 | 30-10-2017 | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - | - |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - | - |
Opleiding van Robert S. Paolucci
Fairleigh Dickinson University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 6 |
Operationeel
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 2 |
Director/Board Member | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Bedrijven in privébezit | 3 |
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Essex Financial Services, Inc.
![]() Essex Financial Services, Inc. Investment ManagersFinance Essex Financial Services, Inc. (Essex Financial) is a registered investment advisor headquartered in Essex, Connecticut. The firm was founded by John W. Rafal in 2003 as John W. Rafal & Associates, Inc. They are a wholly-owned subsidiary of Essex Savings Bank. Essex Financial provides portfolio management services to individuals, high-net worth individuals, corporations, corporate pension and profit-sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and municipalities. | Finance |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Principle Wealth Partners LLC
![]() Principle Wealth Partners LLC Investment ManagersFinance Principle Wealth Partners LLC (PWP) is an independent wealth management firm and registered investment advisor headquartered in Madison, Connecticut with an additional office in Old Saybrook. The firm was founded by Robert S. Paolucci in 2017. PWP offers investment advisory services to individuals, high net-worth individuals, trusts, estates, retirement plans and corporations. | Finance |
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