FOR IMMEDIATE RELEASE
Principle Wealth Partners Announces New Chief Operating Officer
MADISON CT, March 13, 2019 – Principle Wealth Partners today announced that Tricia Brady has joined the firm as chief operating officer responsible for day-to-day practice management and business development. She brings to the firm a passion for team building and a steadfast focus on relationships and collaboration.
“Tricia is an outstanding addition to our growing team,” said Principle Wealth Partners founder and CEO Robert Paolucci. “With her proven expertise in the RIA space, I have no doubt she will play a pivotal role in enhancing our organizational excellence and business growth.”
Prior to joining Principle Wealth Partners, Brady spent more than 28 years building a career devoted to financial services leadership, operations management, and service excellence. Most recently, she served as senior vice president of relationship management with Dynasty Financial Partners where she provided guidance and support to several RIAs in the process of launching their own independent advisory firms. Before that, Brady was chief operating officer for Beirne Wealth Consulting; vice president of relationship management for Ascensus College Savings; and director of operations at Barnum Financial Group/MetLife.
“I’m particularly thrilled to have joined Principle Wealth Partners at this time,” said Brady. ‘It’s a great opportunity to be part of an energetic and client-focused firm with such tremendous growth potential. I’m confident that my two decades of evaluating every aspect of an RIA firm – including organizational structure, workflow efficiencies, and focus on the client experience – has given me the expertise and perspective to contribute to enhancing the client experience and growing our business. “
In addition to her professional credentials, Brady holds a bachelor’s degree in management from Manhattanville College and a Master of Business Administration degree in marketing from Fordham Gabelli School of Business. She also holds the Series 7, Series 63, Series 65 and Series 24 securities licenses.
In the community, Brady is very involved with National Charity League, Inc. (a mother/daughter philanthropic organization) both locally and nationally. She enjoys supporting the community, cheering on her children at sporting events, and spending time with her family and friends. She resides in Fairfield, Connecticut, with her husband James and their four children.
About Principle Wealth Partners
Headquartered in Madison, Connecticut, Principle Wealth Partners, LLC, is a growing, privately-owned Registered Investment Advisor firm that provides independent, fee-based wealth management and comprehensive financial planning services to individuals, families and institutions. Their independence empowers them to deliver custom-tailored financial solutions that are in the best interests of their clients. They currently manage approximately $650 million in client assets.
Contact: Robert Paolucci
Founder and CEO
Principle Wealth Partners