![Robert S. Paolucci](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Robert S. Paolucci
Vorstandsvorsitzender bei Principle Wealth Partners LLC
Aktive Positionen von Robert S. Paolucci
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Vorstandsvorsitzender | 01.01.2017 | - |
Gründer | 01.01.2017 | - | |
Portfolio Manager-Aktien | 01.01.2017 | - |
Karriereverlauf von Robert S. Paolucci
Ehemalige bekannte Positionen von Robert S. Paolucci
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Direktor/Vorstandsmitglied | 01.06.2009 | 30.10.2017 |
Mitglied des Investmentausschusses | 01.06.2009 | 30.10.2017 | |
Portfolio Manager-Aktien | 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 | - | - |
Ausbildung von Robert S. Paolucci
Fairleigh Dickinson University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 2 |
Director/Board Member | 1 |
Sektoral
Finance | 5 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Private Unternehmen | 3 |
---|---|
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 |
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 |
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 |
- Börse
- Insiders
- Robert S. Paolucci
- Erfahrung