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Paul Provost

President at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">NHTrust Financial Advisors</span>
Intro Book
Paul Provost, a seasoned wealth management expert, leads various financial advisory firms, with 20+ years of experience in asset management, investment management, and strategic financial planning.
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Location
Concord, New Hampshire, United States...
Skills
  • Wealth Management
  • Investment Management
  • Strategic Financial Planning
  • Financial Planning
  • Wealth Management Services
  • Show all
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Bio

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Paul Provost is a seasoned financial expert with extensive experience in wealth management, investment management, and strategic financial planning. He has held executive leadership roles at prominent financial institutions, including President at NHTrust Financial Advisors, where he oversaw a $1.3 billion asset under management wealth management and trust business, and Executive Vice President at MillRiver Wealth Management, where he managed a $400 million asset management and financial advisory business. Provost's expertise spans multiple industries, including retail brokerage, trust services, asset management, and financial planning. He has a strong educational background, holding a Master's degree in Administrative Management from Saint Michael's College and a Bachelor's degree in Economics from the University of Vermont. Proficient in multiple languages, Provost is well-versed in various financial markets and instruments, including mutual funds, series 63, and series 7. Throughout his career, Provost has demonstrated a commitment to delivering exceptional client service and driving business growth, with a proven track record of success in the financial services industry. He is currently based in Concord, New Hampshire, and continues to work as a financial expert, leveraging his expertise to support clients and drive business growth. Provost's extensive experience and education make him a valuable asset to any organization, and his expertise in wealth management, investment management, and strategic financial planning is highly sought after.

Credentials

  • Certified Financial Planner
    -

Experience

  • NHTrust Financial Advisors
    • United States
    • President
      • Jan 2020 - Present
      • United States

      Provide leadership for a $1.3 billion asset under management wealth management and trust business. IN addition to executive leadership role, acts as Chief Client Officer and coach. Grew business from a start-up at a community bank over the course of twenty years.

  • MillRiver Wealth Management
    • Executive Vice President
      • Apr 2015 - Aug 2022

      Day to day management responsibility for a $400 million asset management and financial advisory business operating in two community banks. Leadership of a group of ten delivering traditional brokerage, trust services, asset management and financial planning. Implementatin of successful growth s...

  • Merrimack County Savings Bank
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Sr. Vice President Investment Executive
      • Oct 2002 - Aug 2022

      Provide leadership for a team of nine delivering Wealth Management services to clients in a community bank setting. Our business includes a retail brokerage unit as well as a Wealth Management and Trust unit offering proprietary money management and financial planning advice.

    • Sr. Vice President Investment Executive
      • Oct 2002 - May 2011

      Leadership for a team of nine delivering Wealth Managements services in a community bank. Our business includes both a retail brokerage component as well as a Wealth Management and Trust business with proprietary investment management.

  • Putnam Investments
    • Vice President Regional Manager
      • Aug 1999 - Oct 2002
  • Citizens Investment Services
    • Sr. Vice President, Regional Manager
      • Jul 1997 - Jul 1999

      Responsible for Citizens Retail brokerage team in the state of Massachusetts

  • Fleet Investment Services, Inc
    • Sr. Vice President, Regional Manager
      • Jan 1992 - Jul 1997

Education

  • 1988 - 1991
    Saint Michael's College
  • 1980 - 1984
    University of Vermont

Suggested Services

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Industry Focus. “Investment Banking”

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