Paul Theodore Casali

Current Employers

Employment History

• 04/1988 → Present
  Fahnestock & Co., Inc.
  Torrington, CT

Other Businesses

1. MAE CASALI BONVIVINI CHARITABLE FOUNDATION 128 SHELDON LANE, LITCHFIELD, CT 06759 AS TRUSTEE STARTED 11/13/2000. 5 HOURS A MONTH DEVOTED TO THIS WITH REGARD TO PORTFILIO MANAGEMENT, MAKING DISTRIBUTIONS AND TAX FILING FOR CLIENT. 2. CO-TRUSTEE OF THE CARLA GNITZCAVICH TRUST. 3. CORINNE Z. CASALI REVOC TRUST AGREEMENT DATED 03/03/2010. 4. DAVID CASALI & PAUL CASALI SUCCESSOR TRUSTEE. 128 SHELDON LANE, LITCHFIELD, CT 06759 5. DINO C. CASALI TRUST FBO CORRINE CASALI DTD 3/3/2010 PAUL CASALI, TTEE. 122 OLD SOUTH ROAD, LITCHFIELD, CT 06759 TRUSTEE 1 HR PER WEEK 6. DINO C. CASSALI TRUST FBO JAMES CASALI DTD 3/3/2010 PAUL CASALI TTEE. 122 OLD SOUTH ROAD LITCHFIELD, CT 06759 TRUSTEE 1 HR PER WEEK 7. TRUSTEE - IRREVOCABLE TRUST FBO CARLA GNITZCAVICH. SUPERVISE INVESTMENTS. 1 HR PER WEEK. APPROVED ON 8/14/18 8. TRUSTEE - GENERATION SKIPPING TRUST FBO PAUL CASALI UA 12/16/04 - APPROVED: 2/5/2020 - SUPERVISE TRUST ASSETS - 1 HR PER WEEK 9. I WILL BE SERVING ON THE BOARD OF DIRECTORS OF TORRINGTON COUNTRY CLUB AS THE HOUSE CHAIR, WHICH IS INVOLVED WITH BLUBHOUSE ENTERTAINMENT, VARIOUS SPECIALITY DINNERS, ETC.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-18
• S63 Uniform Securities Agent State Law Examination
  1988-04-26