ANDREWHUNTER ADVISERS - Key Persons
Job Titles:
- Chief Compliance Officer
- Chief Compliance Officer for AndrewHunter
Joe serves as the Chief Compliance Officer for AndrewHunter and oversees all compliance and operations for the firm. Joe's focus is on ensuring AH is ahead of the curve on all regulatory matters and the client's interests are always put first.
Paula supervises a highly skilled team of advisory professionals who provide comprehensive family office services, including wealth accumulation, wealth preservation and multi-generational planning. Paula is a key member of the Investment Management team and is responsible for the overall investment policy, strategy and implementation.
Paula began her career in financial planning and investment management in 2001 at DCF Capital. From 2002 to 2006 she worked as part of an investment and wealth management team at Northwestern Mutual / Robert W. Baird in Boston.
As a member of the Investment and Wealth Institute, Paula earned her Certified Private Wealth Advisor designation in 2007, and was named as one of the top woman advisers in the country with such designation. Paula earned her Certified Estate Planner designation in 2011, and holds a B.A. in economics from the University of Massachusetts.