John Paolella

Outsourced CIO Manager of Family Office Services Trusted Advisor at Eaton Vance Investment Counsel - Boston, MA, US

John Paolella's Contact Details
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800-225-6265
Location
Company
Eaton Vance Investment Counsel
John Paolella's Company Details
Eaton Vance Investment Counsel logo, Eaton Vance Investment Counsel contact details

Eaton Vance Investment Counsel

Boston, MA, US • 100 - 249 Employees
Financial Services

A modern wealth advisory with old world stability and new world agility for those who expect the unique combination of global resources, intimate delivery and customization to meet their sophisticated needs.Advanced wealth management requires a customized, integrated approach that is risk aware and tax sensitive, and is delivered by expert professionals. As fiduciaries, we exist to serve your best interests. Our team has access to a sophisticated suite of investment strategies and a network of global resources that can be customized to reflect your personal values and investment preferences.Eaton Vance WaterOak Advisors is a $15.4* billion Registered Investment Advisory firm with access to the resources of Eaton Vance – a global investment manager. Eaton Vance is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We are comprised of sixty-eight professionals who collectively bring decades of experience serving families, executives, non-profit organizations and institutions.NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT*Assets Under Advisement as of 12/31/2021For important disclosure please visit: www.eatonvance.com/socialmedia

asset allocation customized investment management U.S. & global equity and fixed-income strategies tax-efficient strategies concentrated stock solutions alternative investments ESG / SRI family office services financial & estate planning trust services U.S. & global equity and fixed-income strategies financial & estate planning U.S. & global equity and fixed-income strategies financial & estate planning
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Frequently Asked Questions about John Paolella
John Paolella currently works for Eaton Vance Investment Counsel.
John Paolella's role at Eaton Vance Investment Counsel is Outsourced CIO Manager of Family Office Services Trusted Advisor.
John Paolella's email address is ***@eatonvancecounsel.com. To view John Paolella's full email address, please signup to ConnectPlex.
John Paolella works in the Financial Services industry.
John Paolella's colleagues at Eaton Vance Investment Counsel are Duke Laflamme, Brandon Schwab, Mike Stephens, Cecilia OKeefe, William Gillen, Antoinette Russell, Jonathan Treat and others.
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