Paul Romano Esposito

Analyst-Equity chez

Prestige Wealth Management Group LLC

Finance

Consumer Services

Profil

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.

Postes actifs de Paul Romano Esposito

Sociétés	Poste	Début
Prestige Wealth Management Group LLC Prestige Wealth Management Group LLC Investment ManagersFinance PWM creates a tailored strategy based on their client’s timeline, return objectives, risk tolerance, tax situation and personal circumstances. The firm aims to structure a diversified investment portfolio that is proactively monitored and rebalanced strategically as needed to help clients remain on par with their goals.	Analyst-Equity	01/03/2018

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Sociétés	Poste	Fin
Alliance Wealth Management Group LLC Alliance Wealth Management Group LLC Investment ManagersFinance AWMG tailors its advisory services to meet the needs of its individual clients and seeks to ensure, on a continuous basis, that client portfolios are managed in a manner consistent with those needs and objectives. The firm primarily allocates client assets among mutual funds, exchange-traded funds and individual debt and equity securities, in accordance with their stated investment objectives.	Directeur en chef des Investissements	-

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Entreprise privées	3
St. Joseph's University St. Joseph's University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Prestige Wealth Management Group LLC Prestige Wealth Management Group LLC Investment ManagersFinance PWM creates a tailored strategy based on their client’s timeline, return objectives, risk tolerance, tax situation and personal circumstances. The firm aims to structure a diversified investment portfolio that is proactively monitored and rebalanced strategically as needed to help clients remain on par with their goals.	Finance
Alliance Wealth Management Group LLC Alliance Wealth Management Group LLC Investment ManagersFinance AWMG tailors its advisory services to meet the needs of its individual clients and seeks to ensure, on a continuous basis, that client portfolios are managed in a manner consistent with those needs and objectives. The firm primarily allocates client assets among mutual funds, exchange-traded funds and individual debt and equity securities, in accordance with their stated investment objectives.	Finance