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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.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.