Paula Luciani, President of Southport based firm, Charter Research & Investment Group, Inc. is pleased to recognize two employees for their extraordinary service anniversary milestones. Charter is an independent, fee-only, registered investment advisory firm located in Southport. The firm was founded by Paula Luciani, to help and serve the financial and investment management needs of individuals and foundations since 1988.
Patrick Clark became Charter’s second employee when he joined the firm in 1993. Patrick is a lifelong local Connecticut resident. He graduated from Fairfield University and earned an MBA from University of Connecticut. Patrick is celebrating his 25th anniversary and has contributed in a number of different roles over the years. Today Patrick serves as a principal of the firm and Chief Investment Strategist.
William Dunn joined Charter Research & Investment Group, Inc. in 2003. He is a senior investment analyst with prior experience which includes investment research, analysis and portfolio management. Mr. Dunn is a graduate of Norwich University and earned an MBA from Fairleigh Dickinson University. After 15 years, Bill still looks forward to seeing what the markets have in store for him each day.
“We are very proud to be a company that encourages employee development, innovation, loyalty and dedication.” I know the depth of experience and tenure at the firm has helped build a strong foundation capable of sustaining many different market cycles. Paula concluded by saying “Thank you to Patrick and Bill for their contributions. I’m very proud of the firm’s evolution and the many trusted relationships we have grown.”
For more information about Charter Research call (203) 259-4004 or visit charterinvestmentgroup.com