News & Insights
December 16th, 2020

Principle Wealth Partners Welcomes Three Veteran Advisors and Supporting Team Members

CEO Robert Paolucci Reunites with Former Colleagues

MADISON, CONN (December 16, 2020) – Principle Wealth Partners (PWP) Founder and CEO
Robert Paolucci announced today that Theresa V. Donatelli, Romaine A. Macomb and J Addison
McAraw will be joining the firm as Senior Wealth Advisors. Also joining are their Senior Client
Service Managers Ellie Kasimir, Liz Drega and Amy Lawler, all of whom have deep, trusting
relationships with long-time clients. Donatelli, Macomb, McAraw and Paolucci are former colleagues
and are thrilled to be working together again. With the three new advisors, PWP will manage $1.7
billion in client assets, served by a team of 19 people.

“We are so excited to have Theresa, Romaine, J, Ellie, Liz and Amy joining the Principle team,” said
Paolucci. “They are a like-minded, experienced, fiduciary group that shares our values, our focus on
developing long-term relationships, and our passion for providing customized advisory solutions.”
Donatelli, Macomb and McAraw will remain in their current office in Old Saybrook, Connecticut,
creating PWP’s third location. Their clients will experience little change. Client accounts will be
custodied with Fidelity Investments℠, which will provide the team with enhanced investment and
technology solutions, greater flexibility and best-in-class cybersecurity.

“It’s wonderful to see former colleagues joining together and aligning around a shared vision, especially in an
environment where firm culture has taken on new meaning for many advisors,” said David Canter, head of the
RIA and family office segments for Fidelity Institutional. “We’re thrilled to support the team’s transition and
to welcome them and their clients to the Fidelity platform.”

THE NEW ADVISORY TEAM

Theresa V. Donatelli has more than 28 years of experience as a financial services professional,
working with families, corporations and their employees, endowments and non-profits. “I’m delighted
to be joining the Principle team because of our shared approach to client service excellence and best
of breed solutions. Bob is a friend, as well as a trusted professional, and I am delighted to provide my
clients with the opportunity to work with the great teams we have built,” said Donatelli.

Romaine A. Macomb, CFP®, AIF®, has over 30 years of experience within the wealth management
profession, serving individuals, families, institutions and retirement plans. “Joining friends and former
colleagues at Principle is an ideal move at this stage of my career,” said Macomb. “Bob has built a
high-quality team and a solid, forward-looking infrastructure which will enable us to focus on our
clients’ well-being, knowing that the operational details are being expertly handled. Philosophically,
we are cut from the same cloth.”

J Addison McAraw, a 25-year veteran of the investment industry, serves clients with diverse financial
planning needs and objectives, helping them address investment, retirement, estate and charitable
planning concerns. “Principle is a perfect new home for us,” said McAraw. “As advisors, we work
with all of our clients to plan for their futures and take the necessary steps to ensure that they can
achieve their objectives. Joining Principle is an ideal way for us to continue to help clients reach their
goals, while also planning for our own personal and professional futures.”

ABOUT PRINCIPLE WEALTH PARTNERS

Principle Wealth Partners (PWP) is an independently owned and operated SEC registered investment
advisory firm with offices in Westport, Madison and Old Saybrook, Connecticut. PWP provides
comprehensive wealth management and customized planning services to entrepreneurs, executives,
families, and businesses. With over a century of combined experience, and a philosophy rooted in
behavioral finance, PWP commits to learning each client’s individual goals and objectives to tailor
solutions that meet their needs. Learn more at www.PrincipleWealthPartners.com.

ABOUT FIDELITY INVESTMENTS℠

Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $8.7 trillion, including discretionary assets of $3.4 trillion as of October 31, 2020, we focus on meeting the unique needs of a diverse set of customers: helping more than 32 million people invest their own life savings, 22,000 businesses manage employee benefit programs, as well as providing more than 13,500 institutions with investment and technology solutions to invest their own clients’ money. Privately held for more than 70 years, Fidelity employs more than 47,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit https://www.fidelity.com/about-fidelity/our-company.

Fidelity Investments and Fidelity Institutional SM (together “Fidelity”) is an independent company, unaffiliated with Principle Wealth Partners. Fidelity is a service provider to Principle Wealth Partners. There is no form of legal partnership agency affiliation, or similar relationship between the Principle Wealth Partners and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 951824.1.0

Press Release

https://www.prnewswire.com/news-releases/principle-wealth-partners-welcomes-three-veteran-advisors-and-supporting-team-members-301194199.html