Paula Mastroni Luciani

Chief Executive Officer at Charter Research & Investment Group, Inc.

Consumer Services

Finance

Profile

Ms. Paula M.
Luciani is a Founder at Charter Research & Investment Group, Inc. She began her career as a Security Analyst and Portfolio Manager for two private families.
Prior to founding the firm, she was the Head of Investment Research for a Connecticut-based brokerage firm.
Ms. Luciani is a graduate of Skidmore College.

Paula Mastroni Luciani active positions

Companies	Position	Start
Charter Research & Investment Group, Inc. Charter Research & Investment Group, Inc. Investment ManagersFinance Charter Research & Investment Group, Inc. (Charter) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Southport, Connecticut. The firm was founded by Paula Luciani in 1988. Charter provides asset management services to high net-worth individuals and families.	Chief Executive Officer	01/01/1988

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Training of Paula Mastroni Luciani

Skidmore College

Undergraduate Degree

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Private companies	1
Charter Research & Investment Group, Inc. Charter Research & Investment Group, Inc. Investment ManagersFinance Charter Research & Investment Group, Inc. (Charter) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Southport, Connecticut. The firm was founded by Paula Luciani in 1988. Charter provides asset management services to high net-worth individuals and families.	Finance