Robert S. Paolucci
Chief Executive Officer at Principle Wealth Partners LLC
Robert S. Paolucci active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Executive Officer | 2016-12-31 | - |
| Founder | 2016-12-31 | - | |
| Portfolio Manager-Equities | 2016-12-31 | - |
Career history of Robert S. Paolucci
Former positions of Robert S. Paolucci
| Companies | Position | Start | End |
|---|---|---|---|
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. | Director/Board Member | 2009-05-31 | 2017-10-29 |
| Investment Committee Member | 2009-05-31 | 2017-10-29 | |
| Portfolio Manager-Equities | 2009-05-31 | 2017-10-29 | |
| 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 | - | - |
Training of Robert S. Paolucci
| Fairleigh Dickinson University | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Corporate Officer/Principal | 2 |
| Portfolio Manager-Equities | 2 |
| Director/Board Member | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Private companies | 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 |
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