Westport, CT

Amanda Castellano, a seasoned financial professional, leverages her entrepreneurial background to guide clients toward financial success. As a former wellness and fitness company founder and athlete, she deeply understands the drive of the biotech executives, company founders, female entrepreneurs, and professional athletes she serves. Amanda is committed to empowering them with the expert guidance and resources necessary to help achieve their personal and professional financial goals today while building a legacy to last for years to come.

Amanda is driven by a deep, enduring commitment to her community and service, a passion that began in her youth. Today, her background in community service shapes her professional motivation to assist her clients in aligning their passions and purpose with their portfolios and investment in their own communities.

Beyond the Office:

• Family: Amanda lives in Westport, CT with her husband and three children

• Board Member: Women's Business Development Council, Fairfield County's Community Foundation, Homes with Hope

• Advisory Council: Horizons GFA

• Committee Member: Westport Public Arts Collection

• Member: Westport Women's League, Women in Sports and Events (WISE), Women in Biotech (WIB)

• Mentor: UConn School of Business

Paul is a CERTIFIED FINANCIAL PLANNER (TM) and utilizes comprehensive financial plans as a roadmap to deliver actionable solutions to his clients.

Prior to joining Moors & Cabot in 2019, Paul spent six years with UBS Financial Services in Stamford and Westport, Connecticut. During his time at UBS, Paul guided individuals and families through a variety of financial areas including retirement planning, educational funding, adequacy of insurance, and liability management. In addition to the FINRA licenses, Paul holds the Life, Accident, and Health insurance licenses for Connecticut.

Prior to joining UBS, Paul spent eight years with WWE (World Wrestling Entertainment), a global media and entertainment company in several finance and accounting roles. During this time, Pauls responsibilities included the financial planning for several discrete profit centers and for all SEC financial reporting. Paul began his career with PricewaterhouseCoopers by providing business assurance services for sports, media, and entertainment clients.

Paul graduated from Villanova University with a BS in Accounting. In his free time, Paul enjoys attending sporting events, shooting pool in a weekly league, and working on projects around the house. Paul volunteers his time with the Kiwanis Club of Fairfield, a non-profit group aiming to improve the lives of children in the community.

Born and raised in Brooklyn, NY, Paul now resides with his wife, Kristin, and their dog, Sky, in Norwalk, CT.

As an Investment Advisor in Wealth Management, Todd brings over 35 years of experience in the global securities markets including positions in New York, San Francisco, Tokyo, London and Hong Kong.  Before joining Moors and Cabot in March 2016, he had spent the last 12 years as a Senior Financial Advisor at Merrill Lynch in the Fairfield, CT office after 17 years in the Global Capital Markets and the Institutional Asset Management divisions at JP Morgan Chase. Todd attained his Bachelor of Science degree in Economics from Allegheny College and his Masters in Business Administration in Finance and Marketing from Tulane University. He holds numerous licenses in Securities and Insurance, is a Registered Investment Advisor and holds the designation of Chartered Retirement Planning CounselorSM (CRPC®) from the College of Financial Planning.