Charles (Chad) Pouliot Chad Pouliot
In October 2017, Charles “Chad” Pouliot began working as Senior Vice President for Procyon Private Wealth Partners, LLC in New York City. At the independent advisory boutique he advises high net worth and institutional clients. Chad Pouliot and his associates also manage retirement plans and focus on investment consulting while encouraging participant engagement.
Prior to joining Procyon Partners, Charles Pouliot spent nearly a decade with Merrill Lynch. He spent the first five years as a registered client associate while earning his Series 7 and Series 66 licenses. He was also a National Service Team Achievement award recipient. From there, he became a financial advisor and graduated from the Merrill Lunch Practice Management Development Training Program as number one in the New York City Metro Market Division. He subsequently received a promotion to Senior Vice President, becoming the youngest SVP in the local complex.
Chad Pouliot earned his bachelor’s in economics and management from Ohio Wesleyan University in Delaware, Ohio. While there, he was also a member of the men’s lacrosse team and contributed to its winning three NCAC Conference titles. He also founded and served as president the university’s Entrepreneurship Club.