Robert S. Paolucci

Algemeen Directeur bij Principle Wealth Partners LLC

Finance

Consumer Services

Actieve functies van Robert S. Paolucci

Bedrijven	Functie	Begin	Einde
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	-

Bedrijven	Functie	Begin	Einde
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	-	-

Fairleigh Dickinson University

Undergraduate Degree

Internationaal

Verenigde Staten

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

Beursgenoteerde bedrijven	1
MERRILL LYNCH PREFERRED CAPITAL TRUST I	Finance

Bedrijven in privébezit	3
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