Paula Brancato is a Financial Planner and Wealth Manager, working with tech and middle market businesses, executives and families. She has served as interim CEO, CFO and consultant to hundreds of companies and management teams. Her expertise includes estate, tax and insurance planning, family and partnership mediation, risk management, and the design and execution of resilient, sustainable and highly customized growth and value acceleration plans.
Before joining Barnum Financial Group, Brancato was an advisor at Northwestern Mutual Wealth Management. She also served as Regional Vice President of Alpha Omega Capital Partners, investment bankers. Prior to this, she was a Senior Manager at Deloitte & Touche working with private investors and hedge fund managers, Senior Vice President for Rogers Casey pension consultants, Vice President of Marketing and Product Development for Equitable Capital, and a derivatives expert and senior consultant with McKinsey & Company, Morgan Stanley and The World Bank. Current board positions include Non-executive Director of Towers Resources LLP, a publicly traded oil exploration company on the AIM.
Brancato earned her M.B.A. from the Harvard Business School where she was a Herman Meuhlstein/Godfrey Cabot Fellow. She is a graduate of Hunter College, Series 7, 63, 3 and health and life insurance licensed, a Certified Financial Planner ™, Certified Exit Planning Advisor, CLTC and CFA III candidate. She runs the NY Tech Alliance CEO Roundtable, founded and runs the AI Special Interest Group for the Harvard Club of NYC and has served as faculty for the graduate programs at the University of Southern California and Stonybrook Southampton.
Why I Support New York Tech Alliance:
For the past decade, I have supported NY Tech Alliance as an epicenter of my business. I enjoy working with talented CEOs and founders of successful companies. I am also delighted to see more women and minority founders given access to top notch support.
How Can We Work Together?
My Offer to You
Whether your concern is for your family, yourself or your business, I am available for private consultation on any and all financial matters. For a complimentary session, please reach out to me at [email protected].
My Ask of You
I would love introductions to individuals seeking to manage their assets as their wealth grows and who would like plan for a secure financial future. This includes maximizing asset performance, minimizing taxes, putting in place top notch benefits, executive compensation and stock plans, and providing insurance to protect your partners, business and family. I would like to help you secure the value of your business and your work for future generations. For a complimentary session, please reach out to me at [email protected]
Information, Knowledge & Resources:
I have a wealth of information on in-depth financial topics and market performance, plus a free weekly newsletter. To sign up, please reach out to me at [email protected].