Paul Romano Esposito

Gestionnaire de Portefeuille-Actions chez Prestige Wealth Management Group LLC

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	Gestionnaire de Portefeuille-Actions	01/03/2018

Anciens postes connus de Paul Romano Esposito

Sociétés	Poste	Fin
Alliance Wealth Management Group LLC	Directeur en chef des Investissements	-

Formation de Paul Romano Esposito

St. Joseph's University

Undergraduate Degree