CoverProfile

Paula Luciani

Founder

Charter Research & Investment Group

United States, Connecticut, Southport

About Me

Paula M. Luciani is the Founder of Charter Research & Investment Group, Inc. A graduate of Skidmore College, Paula began her career as a security analyst and portfolio manager for two private families. Prior to founding Charter, Paula was the head of investment research for a Connecticut-based brokerage firm. Throughout her career, Paula has been passionate about protecting her clients' interests and helping to de-mystify the complex world of investing. She believes her clients’ success is more important than her own and has never wavered from this belief. While retirement has allowed Paula to further her lifelong interest in philanthropy as well as continue her pursuit to “make par”, sh
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Profile Information

Founder

Charter Research & Investment Group

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Southport

Connecticut

United States

May 16, 2024

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