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.
Paulette Wolfe
Principal, Chief Operating Officer & Chief Compliance Officer
Whitegate Investment Counselors Inc
United States, New Hampshire, Concord
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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
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