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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Paul Taddeo

Chief Compliance Officer

Paul Taddeo

Chief Compliance Officer

Location: Downtown Pittsburgh - Corporate Headquarters
Phone: (412) 434-0990 x 1557

Paul Taddeo is the Compliance Officer for Hefren-Tillotson, Inc. Paul also manages the Trading Department (except Fixed Income) and has over twenty-six years of brokerage experience.

Mr. Taddeo is one of the original members of the Greater Pittsburgh Compliance Roundtable (GPCR). Prior to joining Hefren-Tillotson, Mr. Taddeo was employed at Dreyfus Investment Services Corporation (formerly InvestNet) a subsidiary of Mellon Financial Corporation. He began his career in the customer service department and later as supervisor of the trading desk. Mr. Taddeo worked with two other financial service firms in a sales capacity before joining Dreyfus Investment Services Corporation.

Mr. Taddeo is a graduate of Robert Morris College with a Bachelor of Science degree in Business Administration and holds several Principal licenses (Series 4, 24, 53), General Securities License (Series 7), State/Investment advisory (Series 63, 66) and Research Analyst – Regulatory license (Series 87) and is a Licensed Agent for Life, Accident and Health Insurance.

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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.