Robert S. Paolucci
Vorstandsvorsitzender bei Principle Wealth Partners LLC
Profil
Mr. Robert S.
Paolucci is a Founder & Chief Executive Officer at Principle Wealth Partners LLC.
With over 20 year of wealth management experience, his focus is helping individuals and families plan for their financial future.
By embracing a model of integrated wealth management, he addresses all of the relevant areas of financial planning including investment management, taxes, wealth accumulation, cash flow generation, insurance, and estate planning to generate comprehensive financial plans for his clients.
As a fiduciary, he has passion for providing independent, unbiased advice and education his clients on the importance of behavioral finance.
Prior to founding Principle Wealth Partners, he was a Senior Vice President at Essex Financial where he was a member of the investment committee and board of directors.
Mr. Paolucci also has large investment firm experience serving in senior roles at Fidelity Investments and Bank of America Investments.
He received his undergraduate degree from Fairleigh Dickinson University.
Aktive Positionen von Robert S. Paolucci
| Unternehmen | Position | Beginn |
|---|---|---|
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 |
Ehemalige bekannte Positionen von Robert S. Paolucci
| Unternehmen | Position | 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 | 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 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Private Unternehmen | 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 |
