Paul Romano Esposito

Paul Romano Esposito

Gestor de Cartera-Acciones en Prestige Wealth Management Group LLC .

Finance
Consumer Services

Perfil

Mr. Paul R.
Esposito, CFA, is a Senior Portfolio Manager at Prestige Wealth Management Group LLC.
He has has over a decade of investment management experience.
He is responsible for global capital market research, formulating both strategic and tactical asset allocation recommendations as well as conducting fund manager due diligence.
Prior to joining Prestige, he was the Portfolio Manager for Alliance Wealth Management Group in Flemington.
He was also a Portfolio Manager for the Northeast Region of Wells Fargo’s Trust Department in Wilmington.
He began his career at Vanguard in Malvern, PA, where he provided wealth management services to both institutional and individual high net worth clients.
Mr. Esposito earned his Bachelor of Science degree in Finance from the Haub School of Business at St. Joseph’s University in Philadelphia, PA.
He also holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations and is an active member of the CFA Society of Philadelphia.

Cargos activos de Paul Romano Esposito

EmpresasCargoInicio
Gestor de Cartera-Acciones 01/03/2018
Todos los cargos activos de Paul Romano Esposito

Antiguos cargos conocidos de Paul Romano Esposito.

EmpresasCargoFin
Director de Inversiones -
Ver el detalle de la experiencia de Paul Romano Esposito.

Formación de Paul Romano Esposito.

St. Joseph's University Undergraduate Degree

Experiencias
Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Ver el detalle de la experiencia de Paul Romano Esposito.

Relaciones

37

Relaciones de 1er grado

3

Empresas vinculadas al 1er grado

Hombre

Mujer

Administradores

Ejecutivos

Consultar la red personal

Empresas relacionadas

Empresas privadas2

Finance

Finance

Ver las conexiones de la empresa
  1. Bolsa de valores
  2. Insiders
  3. Paul Romano Esposito