Broker Check

Prestige Wealth Management Group - Flemington, NJ

 
Paul Esposito CFA, CFP®

Paul Esposito CFA, CFP®

Senior Portfolio Manager

Paul R. Esposito is the Senior Portfolio Manager at Prestige Wealth Management Group, and has over a decade of investment management experience.  Paul 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, Paul was the Portfolio Manager for Alliance Wealth Management Group in Flemington, NJ.  In this role, he was responsible for creating the firm’s investment process and managing all client portfolios.  He was also a Portfolio Manager for the Northeast Region of Wells Fargo’s Trust Department in Wilmington, DE., where he managed trust and private wealth accounts exceeding $400 million dollars. Paul began his career at Vanguard in Malvern, PA, where he provided wealth management services to both institutional and individual high net worth clients.

Paul 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.

In his free time, Paul enjoys spending time with his wife Nicole and twin daughters, Ava and Tessa as well as SCUBA diving and saltwater fishing. He also volunteers his time to a number of charities including Project Santa, a toy drive for a local women’s shelter.