Dante Puccinelli

After over 20 years in the financial services industry, Mr. Puccinelli joined Chelsea Management in 2009 as Senior Vice President of Investments. He is responsible for the development and management of investment accounts for high net worth individuals, foundations and endowments.

Prior to coming to Chelsea, Mr. Puccinelli served as a Senior Financial Advisor at Merrill Lynch for over 11 years. At Merrill Lynch, he delivered financial planning and investment management services to individuals, charitable organizations and pension plans.

Mr. Puccinelli previously served as Vice President at a California-based business management firm providing accounting, estate planning and investment management to families and trusts. He is a Certified Public Accountant and holds a Bachelor of Science Accounting degree from Loyola Marymount University and is a Certified Financial Manager.

Dante is very active in charitable and community service organizations, serving on the Advisory Board of Dolores Mission School in Boyle Heights for over ten years, including Board Chairman for five years and heading the Finance Committee for five years, and is an active member and three-term Director of the Rotary Club of Alhambra.