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.
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.
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.
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.