StrategicPoint’s Aaron C. Reynolds Earns Prestigious Chartered Financial Analyst® Designation

January 31, 2017 10:31 am
Aaron

Aaron C. Reynolds, CFA®

Associate Portfolio Manager

Providence, RI—(January 26, 2017)Aaron C. Reynolds, Associate Portfolio Manager at StrategicPoint Investment Advisors in Providence and East Greenwich, RI has earned the prestigious Chartered Financial Analyst® (CFA®) designation.

Since joining the firm in 2011, Mr. Reynolds has been a valued member of StrategicPoint’s Portfolio Management Committee where he provides expertise in research and analysis for the firm’s investment strategies. In addition, Aaron is an integral part of StrategicPoint’s 401(k) Services Program and the key trader for client accounts. He holds the FINRA Series 7, 63 and 65 licenses.

The CFA® charter represents a tradition of upholding the highest standards of education and integrity in the investment profession. The charter is recognized globally by employers, investment professionals, and investors as the definitive standard by which to measure the competence, integrity, and dedication of serious investment professionals.

“Aaron’s earning of the Chartered Financial Analyst® (CFA®) designation is a reflection of his commitment to providing StrategicPoint’s clients with the highest level of professional investment advice. Aaron has been a perfect candidate for the CFA® designation, given his attention to detail and ability to provide in depth analysis on a range of topics.  His newly minted expertise is greatly appreciated by our entire investment team.” said Betsey Purinton, CFP®, Managing Partner and CIO of StrategicPoint Investment Advisors.

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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