Paul J Mccauley

Current Employers

Employment History

• 07/2002 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 07/2011 → Present
  Bank Of America, N.A.
  Boston, MA

Other Businesses

I*3841287 Entity Type: Entity Charitable Name of OBA: The San Miguel School Address: providence, Rhode Island Investment Related: Yes Position, Title, Association: Committee,Board Member Employee Start Date: 07/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: non profit middle school for under privileged boys board member The entity is a not for profit school for middle school boys in grades 5-8 who are attending tuition free given their economic circumstances. there are 60 boys in the school. the role on the finance and investment committee is purely advisory. the school has a full time finance director who handles all of the day to finnacial issues of the school. committee helps with budgeting, revenue forecasting and the investment committee is also only advisory. the money is managed by an outside independent RIA as well as the Rhode Island foundation. the RIA portfolio is made up of ETFs and mutual funds and the committee is not involved in that process. they only agree on a long term allocation for the school.

Exams

• S66 Uniform Combined State Law Examination
  2007-12-17
• S65 Uniform Investment Adviser Law Examination
  1992-02-10
• S63 Uniform Securities Agent State Law Examination
  1986-12-31

Other Names

• Paul Joseph Mccauley