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Conifer Investments
Conifer Investments was founded in 1982 and remains headquartered in West Hartford, Connecticut. Carolyn A. Paldino serves as owner and president. H.
Conifer Investments
Conifer Investments was founded in 1982 and remains headquartered in West Hartford, Connecticut. Carolyn A. Paldino serves as owner and president. H. Alex Vance Jr. is listed among the founders and maintains ties to the H A Vance Foundation. The firm supplies discretionary and non-discretionary portfolio management across public securities and other holdings. It serves high-net-worth individuals, charitable organizations, and private clients through 88 accounts. Conifer also acts as an investor and supporter of the Cooperative Fund of the Northeast. Geographic activity centers on the United States with no disclosed international offices. The team size is not publicly stated. Conifer maintains one known office at 65 LaSalle Road. Carolyn A. Paldino sits on the board of the YMCA of Greater Hartford. The H A Vance Foundation, with which the firm is affiliated, belongs to the Connecticut Council for Philanthropy. Conifer functions as a multi-family office that also manages assets for named external families and foundations rather than a single lineage. This structure separates its advisory mandate from any one operating business or primary wealth source.
General information
Firm type
Multi Family Office
Year founded
1982
Location
Region
North America
Country
United States
City
West Hartford
Corporate office
65 LaSalle Road, Suite 402, West Hartford, CT 06107
Principals
Carolyn A. Paldino
Owner and President
H. Alex Vance Jr.
Founder
Frequently asked questions
Who runs investment decisions at Conifer Investments?
Carolyn A. Paldino serves as owner and president and oversees the firm. H. Alex Vance Jr. is listed as a founder with ongoing foundation ties.
Is Conifer Investments structured as a single family office or multi-family office?
Conifer operates as a multi-family office. It provides services to multiple high-net-worth individuals and charitable organizations.
What asset classes does Conifer Investments deploy into?
The firm manages publicly traded securities and other holdings through discretionary and non-discretionary accounts. Specific allocations beyond that are not disclosed.
Where does the underlying wealth come from at Conifer Investments?
No single family wealth origin is disclosed. The firm serves multiple private clients and foundations including the H A Vance Foundation and the Martin family.
Does Conifer Investments participate in co-investments or external funds?
Conifer is recorded as a supporter and investor in the Cooperative Fund of the Northeast.
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