Betsey A. Purinton, CFP®
Managing Partner & CIO
"I have always had a passion for education. I was a teacher and school administrator before moving into the wealth management field. I enjoy sharing my knowledge with clients and helping them become and stay financially independent."
Betsey A. Purinton, CFP®, Managing Partner and Chief Investment Officer, holds a BA and MA in Economics from the University of Colorado, where she was elected to Phi Beta Kappa. She has a Certificate in Financial Planning from Bryant University and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Betsey holds the FINRA Series 65 License and RI and MA Life and Health Insurance Producers Licenses. She has been with the firm since 2001.
In addition to her administrative responsibilities, Betsey serves as Senior Financial Advisor, providing investment advice and wealth management to clients. She specializes in women’s planning issues and retirement decision making. As Chief Investment Officer, Betsey oversees the company’s Portfolio Management Committee, which directs the firm’s investment strategies. Betsey has also served as Director of Financial Planning for the company.
Betsey appears as a guest on WJAR/NBC10 with Frank Coletta. For 5 years, she co-hosted the Making Money radio show on WHJJ 920-AM and AM790 WPRV. She was a contributing columnist from 2009 until 2014 for East Side Monthly and has been named a 2015 Business Women Achievement Honoree by Providence Business News.
Betsey currently serves on The United Way of Rhode Island’s Women United Executive Committee and Community Advisory Board. Women United is a non-profit organization dedicated to closing the gaps in early childhood literacy. Betsey has also served as President, Chairman and Membership Director of the Financial Planning Association of Rhode Island, a non-profit organization that fosters the value of financial planning and advances the financial planning profession. Betsey is currently a member of the Estate Planning Council of Rhode Island.
Prior to her career in the financial services industry, Betsey was a teacher and school administrator in Colorado and New York. She lives with her husband, James English, in Providence. Their three children currently reside in Philadelphia, Salt Lake City and Ames, Iowa.
Check out Betsey’s most recent media appearance below: