John S. Paolella
Nessuna posizione attualmente
Profilo
Mr. John S.
Paolella is Director of Wealth Advisory Services at Eaton Vance Investment Counsel.
He oversees our asset allocation process and the selection and monitoring of outside managers.
In addition to those responsibilities, he advises a small group of high-net-worth families not only on portfolio construction and implementation, but also on a broad array of financial and personal issues germane to inter-generational planning, including charitable giving, the retention of family properties, and fine art.
He is a trustee of several private trusts, serves as an Overseer of the New England.
Mr. Paolella began his career in the New York offices of Sullivan & Cromwell, where he practiced trusts and estates law.
In 1994, he began a decade-long association with the Asset Management Group at Donaldson, Lufkin & Jenrette, Inc. (subsequently Credit Suisse Asset Management via its acquisition of DLJ).
He founded DLJ’s New York trust company, directed tax-structured diversification strategies, including the development and management of a substantial exchange fund operation; served on the alternative investments committee; and was a member of the DLJ Asset Management Group’s management committee.
Previously, he was a principal of Pelican Investment Management.
He received his undergraduate degree from Princeton University, a graduate degree from Harvard Law School and a graduate degree from Yale University.
Precedenti posizioni note di John S. Paolella
Società | Posizione | Fine |
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Sullivan & Cromwell LLP
Sullivan & Cromwell LLP Miscellaneous Commercial ServicesCommercial Services Sullivan & Cromwell LLP provides legal services. It specializes in the areas of corporate law, securities, corporate, litigation, mergers, real estate, pro bono, investment management and taxation. Their clients include industrial, commercial, financial, private funds, governmental, educational, charitable and cultural enterprises and entities. The company was founded by Algernon Sydney Sullivan and William Nelson Cromwell in 1879 and is headquartered in New York City, NY. | Corporate Officer/Principal | - |
Pelican Investment Management, Inc.
Pelican Investment Management, Inc. Investment ManagersFinance Part of Morgan Stanley, Pelican Investment Management, Inc. is an alternative investment manager. The company is based in Boston, MA. The company was founded by Anthony D. Pell. Pelican Investment Management was acquired by Eaton Vance Corp., part of Morgan Stanley from March 01, 2021. | Corporate Officer/Principal | - |
Formazione di John S. Paolella
Yale University | Graduate Degree |
Princeton University | Undergraduate Degree |
Harvard Law School | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Sullivan & Cromwell LLP
Sullivan & Cromwell LLP Miscellaneous Commercial ServicesCommercial Services Sullivan & Cromwell LLP provides legal services. It specializes in the areas of corporate law, securities, corporate, litigation, mergers, real estate, pro bono, investment management and taxation. Their clients include industrial, commercial, financial, private funds, governmental, educational, charitable and cultural enterprises and entities. The company was founded by Algernon Sydney Sullivan and William Nelson Cromwell in 1879 and is headquartered in New York City, NY. | Commercial Services |
Pelican Investment Management, Inc.
Pelican Investment Management, Inc. Investment ManagersFinance Part of Morgan Stanley, Pelican Investment Management, Inc. is an alternative investment manager. The company is based in Boston, MA. The company was founded by Anthony D. Pell. Pelican Investment Management was acquired by Eaton Vance Corp., part of Morgan Stanley from March 01, 2021. | Finance |
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