Paolo LaPietra, CFP®

As a Wealth Advisor, Paolo focuses on wealth management and provides financial solutions designed to meet each client’s investment, education and retirement planning needs. Drawing on his financial planning experience, Paolo develops personalized solutions to address the complex needs of each client. Paolo also helps with investment analysis, portfolio strategies, trading operations and helps clients maintain their target mix of asset classes. Before joining the firm in 2018, he had 2 years of experience working for Morgan Stanley, specializing in financial planning.

In 2016, Paolo graduated with a Bachelor’s degree in Economics from SUNY Geneseo. He achieved the CERTIFIED FINANCIAL PLANNER™ certification in March 2019. A native to the Troy area and former collegiate athlete, Paolo enjoys being active in the community through various youth sports programs.