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

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

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
RD
Russ Degitz
Principal
Huntington University
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors