StrategicPoint Names Two New Partners

May 10, 2018 9:25 am

PROVIDENCE, April 30, 2018 – StrategicPoint Investment Advisors, LLC, an independent Registered Investment Advisor, announced the promotion of Richard J. Anzelone and Derek M. Amey to Partners. With the addition of these two individuals, StrategicPoint’s leadership team now includes three Partners.

“We are very pleased that Rick and Derek’s leadership skills are being recognized through this promotion. Each has served as Managing Director, overseeing a myriad of executive and advisory responsibilities at the firm. Their many talents will be invaluable as we chart the future of the company.” said Betsey A. Purinton, CFP®, Managing Partner and CIO of StrategicPoint.

Richard J. Anzelone, J.D., has been with StrategicPoint since 1999 and has served as Managing Director, Senior Financial Advisor and Chief Compliance Officer. He holds a BS in Finance from Bryant University and a Juris Doctorate degree from Creighton University School of Law. He is a member of the Rhode Island Bar Association, and is a member of the Portfolio Management Committee, which directs the firm’s investment strategies.  Rick is a member of the Diocesan Accounting and Audit Advisory Committee, as well as the St. Pius School board.

 

Derek M. Amey has been with StrategicPoint since 2001 and has served as Managing Director, Financial Advisor and Portfolio Manager. He is a graduate of The University of Rhode Island with a BS in Business Administration. He is also a member of StrategicPoint’s Portfolio Management Committee, which directs the firm’s investment strategies. Derek is a board member of the Katie DeCubellis Memorial Foundation and serves as assistant Treasurer.

 

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About StrategicPoint Investment Advisors

StrategicPoint is a unique wealth management firm, focused on building long-term relationships with individuals and families. Since its start in 1989 the firm’s goal has been to provide personally tailored advice, while acting in their clients’ best interest. Their holistic approach integrates investments with financial planning techniques to help guide clients towards financial independence. You can follow the latest StrategicPoint thinking through their weekly e-mails, blog postings and monthly wealth management newsletters covering timely and relevant investment management and financial planning topics at www.strategicpoint.com.

 

CONTACT:
Laura Bard, Marketing Manager, StrategicPoint Investment Advisors
(401) 273-1500      LBard@strategicpoint.com