CoverProfile

Paulette Wolfe

Principal, Chief Operating Officer & Chief Compliance Officer

Whitegate Investment Counselors Inc

United States, New Hampshire, Concord

About Me

Paulette W. Wolfe is Principal, Chief Operating Officer, and Chief Compliance Officer of Whitegate Investment Counselors, Inc. Her primary responsibilities are portfolio management of client accounts, overseeing the day-to-day operations for the firm as well as overseeing the firm’s compliance program. Paulette joined Whitegate Investment Counselors, Inc. in 1995 and became a shareholder in 2006. Prior to joining Whitegate, Paulette spent a decade working in trust operations at various banks and trust companies. She holds a BS in Accounting from Franklin Pierce University and is currently pursuing an MS at Southern New Hampshire University.

Profile Information

Principal, Chief Operating Officer & Chief Compliance Officer

Whitegate Investment Counselors Inc

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Concord

New Hampshire

United States

Aug 8, 2024

More profiles to browse

CE
Carl Erickson
Founder, Principal & Director
Profile Photo
Colby Wolfe
Investment Intern, Portfolio Manager and Research Analyst

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PG
Patricia Gee
Operations
Manhattan Family Office
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management