Paula M. Luciani
Managing Director and President
Paula founded Charter Research & Investment Group, Inc., in 1988. Ms. Luciani has been in the investment industry for more than 35 years. Ms. Luciani is a graduate of Skidmore College, a member of the CFA Institute and the Stamford CFA Society.
Patrick J. Clark
Vice President – Chief Investment Strategist
Pat joined Charter Research & Investment Group, Inc. in 1993. Mr. Clark is a principal of the firm and head of investment research. He is a graduate of Fairfield University and earned a MBA from the University of Connecticut.
William H. Dunn
Senior Investment Analyst
Bill joined Charter Research & Investment Group, Inc. as a senior investment analyst. Mr. Dunn’s prior experience includes investment research and analysis and portfolio management, having worked in the investment industry for Wright Investors’ Service, First Union Bank and State Street Bank. Mr. Dunn is a graduate of Norwich University and earned a MBA from Fairleigh Dickinson University.
Michael J. Grennan, CFA
Securities Analyst and Portfolio Advisor
Michael Grennan joined Charter Research & Investment Group, Inc. as a securities analyst and portfolio advisor. Mr. Grennan’s prior experience includes investment research and client management at Kreitler Financial, Rogers Casey, and Brown Brothers Harriman. Mr. Grennan is a graduate of Fairfield University and earned the designation of a Chartered Financial Analyst (CFA).
Vicki L. Mueller, CRPC, CTFA
Senior Retirement Strategist
Vicki Mueller joined Charter Research & Investment Group, Inc. as a Senior Retirement Strategist. Ms. Mueller’s career in financial services has spanned over 25 years starting with Merrill Lynch and Fidelity. In 1993 she joined Charles Schwab and Co. and in 1997 she became a Branch Manager. In 2005 Vicki took over the Fairfield Branch Complex, managing the Schwab offices in Fairfield, Madison, and Danbury, Connecticut. Vicki is a graduate of Marietta College.