Charles Robert Cumello
Chief Executive Officer at Essex Financial Services, Inc.
Profile
Mr. Charles R.
Cumello, Jr., is a President & Chief Executive Officer at Essex Financial Services, Inc. He has over 30 years of experience in the financial services industry.
He joined Essex Financial Services in March 2009 as the firm’s Vice President of Sales and Investments and was appointed to his current position in December 2013.
Prior to joining the firm, Mr. Cumello spent 13 years at Fidelity Investments in a variety of roles ranging from Financial Advisor to Branch Manager of the New Haven and West Hartford, CT Investor Centers.
He received his undergraduate degree from Bentley University.
Charles Robert Cumello active positions
| Companies | Position | Start |
|---|---|---|
Essex Financial Services, Inc.
 Essex Financial Services, Inc. Investment ManagersFinance Essex Financial Services, Inc. (Essex Financial) is a registered investment advisor headquartered in Essex, Connecticut. The firm was founded by John W. Rafal in 2003 as John W. Rafal & Associates, Inc. They are a wholly-owned subsidiary of Essex Savings Bank. Essex Financial provides portfolio management services to individuals, high-net worth individuals, corporations, corporate pension and profit-sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and municipalities. | Chief Executive Officer | 2013-11-30 |
Former positions of Charles Robert Cumello
| Companies | Position | End |
|---|---|---|
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | 2009-02-27 |
Training of Charles Robert Cumello
| Bentley University | Undergraduate Degree |
Experiences
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Private companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 2 |
|---|---|
Essex Financial Services, Inc.
Essex Financial Services, Inc. Investment ManagersFinance Essex Financial Services, Inc. (Essex Financial) is a registered investment advisor headquartered in Essex, Connecticut. The firm was founded by John W. Rafal in 2003 as John W. Rafal & Associates, Inc. They are a wholly-owned subsidiary of Essex Savings Bank. Essex Financial provides portfolio management services to individuals, high-net worth individuals, corporations, corporate pension and profit-sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and municipalities. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
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