Paul Papapostolou
Portefeuillebeheerder-Aandelen bij Wealth Enhancement Advisory Services LLC
Profiel
Mr. Paul Papapostolou is Vice President & Financial Advisor at Wealth Enhancement Advisory Services LLC.
He specializes in developing wealth management plans with a focus on executive compensation, pensions and benefits.
He also specializes in post-divorce financial planning.
He joined the firm in 2016.
Mr. Papapostolou was previously employed as a Managing Director by HHG & Co LLC and by Joel Isaacson & Co. LLC.
Mr. Papapostolou graduated from St. John’s University with a Bachelor of Science in Accounting.
Actieve functies van Paul Papapostolou
Bedrijven | Functie | Begin |
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Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Portefeuillebeheerder-Aandelen | 01-01-2016 |
Eerdere bekende functies van Paul Papapostolou
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HHG & Co LLC
HHG & Co LLC Investment ManagersFinance Founded in 1986, HHG & Co. LLC is a wealth management firm and registered investment advisor located in Darien, Connecticut. The firm is a subsidiary of Wealth Enhancement Group LLC and their ultimate parent is WEG Holdings LLC. They were formerly known as Hynes, Himmelreich, Glennon & Co. LLC. | Portefeuillebeheerder-Aandelen | 01-01-2016 |
Joel Isaacson & Co. LLC
Joel Isaacson & Co. LLC Investment ManagersFinance Joel Isaacson & Co. LLC (JIC) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Joel Isaacson in 1993 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JIC provides wealth management services and portfolio management services primarily to high net-worth individuals, and occasionally to corporate pension and profit-sharing plans, charitable trusts and non-high net-worth individuals. | Corporate Officer/Principal | 31-12-2010 |
Opleiding van Paul Papapostolou
St. John's University | Undergraduate Degree |
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Bedrijven in privébezit | 3 |
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Joel Isaacson & Co. LLC
Joel Isaacson & Co. LLC Investment ManagersFinance Joel Isaacson & Co. LLC (JIC) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Joel Isaacson in 1993 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JIC provides wealth management services and portfolio management services primarily to high net-worth individuals, and occasionally to corporate pension and profit-sharing plans, charitable trusts and non-high net-worth individuals. | Finance |
HHG & Co LLC
HHG & Co LLC Investment ManagersFinance Founded in 1986, HHG & Co. LLC is a wealth management firm and registered investment advisor located in Darien, Connecticut. The firm is a subsidiary of Wealth Enhancement Group LLC and their ultimate parent is WEG Holdings LLC. They were formerly known as Hynes, Himmelreich, Glennon & Co. LLC. | Finance |
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Finance |