Clare Angelina Dimaiolo

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-09-13
CT	RA	APPROVED	2021-09-07

Branch Locations

One Bryant Park Gwim Chief Investment Office (Cio), New York, NY 10036 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Tolland	CT	07/2021	Present
Panera Bread	Manchester	CT	02/2016	01/2019
Barnard College	New York	NY	09/2017	06/2021
Classical Magnet School	Hartford	CT	09/2010	06/2017
Barnard College	New York	NY	09/2017	05/2021
Bank Of America	New York	NY	07/2019	08/2019
Bank Of America	Hartford	CT	06/2020	08/2020

07/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tolland, CT
02/2016 → 01/2019

Panera Bread

Manchester, CT
09/2017 → 06/2021

Barnard College

New York, NY
09/2010 → 06/2017

Classical Magnet School

Hartford, CT
09/2017 → 05/2021

Barnard College

New York, NY
07/2019 → 08/2019

Bank Of America

New York, NY
06/2020 → 08/2020

Bank Of America

Hartford, CT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-09-04

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