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OUR TEAM

Ed Careau

CHIEF INVESTMENT OFFICER

Edward A. Careau, Chief Investment Officer, is known as one of the leading financial advisors in the area. As founder of the Careau Investment Group, Ed shares responsibility for setting investment policy, asset allocation, and security selection for the company’s managed accounts. He also consults with the clients of the Careau Investment Group on overall portfolio construction.

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Ed’s career in the financial services industry began in 1987 with Oftring & Company of Worcester, MA. Oftring was subsequently purchased by Jesup & Lamont Securities Corporation, New York, NY spending a total of 21 years with the combined firms. He lives in Middleboro, MA with his wife Jane, and enjoys horseback riding.

Paul Careau

EQUITY TRADING ADVISER

Paul E. Careau, Equity Trading Adviser with the Careau Investment Group, has been in the financial services industry since 1994 and has amassed a great deal of financial knowledge. Paul and Ed work closely on developing clients’ Personalized Financial Plans and Model Portfolios which reflect the individuality of each client.

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Paul’s career also began with Oftring & Company and Jesup and Lamont spending a total of 14 years with the combined firms. Paul lives in Woonsocket, RI.

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Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC 

Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor

Careau Investment Group, Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.

State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.
 

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

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CG1/CGA0019

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Careau Investment Group © 2023. All Rights Reserved.

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