Providence, Rhode Island, June 9, 2022 –StrategicPoint Investment Advisors announced today the promotion of Laura J. Bard to Director of Client Experience & Strategy. In this role, Laura will expand her responsibilities from her previous position as Marketing Manager. The role of Director of Client Experience and Strategy is a first for StrategicPoint and reflects the company’s commitment to delivering excellence for its clients.
“Laura’s dedication to our clients’ experience and the personal pride she takes in her quality of work is truly special. As StrategicPoint continues to grow and the role of the advisor in our clients’ lives evolves, we felt it was time to name a dedicated person who will focus on the client’s perspective in everything we do, and who better than Laura to do it. We are thrilled to elevate her into this position so that all our clients can benefit from her hard work and insight.” said Derek Amey, Partner and Co-CIO of StrategicPoint Investment Advisors.
Laura will be responsible for all ongoing marketing efforts and campaigns for the firm, as well as supporting innovative solutions and services to StrategicPoint clients. In collaboration with the management team, Laura will drive a broad range of initiatives to meet StrategicPoint’s business development objectives. She will also continue overseeing StrategicPoint’s branding, public relations, advertising, website development and communications as well as sponsorships and events for the firm.
Laura h
as been with StrategicPoint since 2003 while she produced StrategicPoint’s Making Money radio show on WHJJ-920AM. She joins Partner and Co-CIO Derek Amey as co-host and resident Novice of StrategicPoint’s podcast, The Novice and The Nerd. Laura graduated from Marist College with a B.A. in Communications, and lives in northern Rhode Island with her husband and two daughters.
###
About StrategicPoint Investment Advisors
StrategicPoint is a wealth management firm, focused on building long-term relationships with individuals and families. Since its start in 1992 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, podcast and blog postings covering timely and relevant investment management and financial planning topics at www.strategicpoint.com. Certain statements contained herein may be statements of future expectations and other forward-looking statements that are based on SPIA’s current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. In addition to statements which are forward-looking by reason of context, the words “may, will, should, expects, plans, intends, anticipates, believes, estimates, predicts, potential, or continue” and similar expressions identify forward-looking statements. Forward-looking statements necessarily involve risks and uncertainties, and undue reliance should not be placed on them. There can be no assurance that forward-looking statements will prove to be accurate, and actual results and future events could differ materially from those anticipated in such statements. SPIA assumes no obligation to update any forward-looking information contained herein.
CONTACT:
Laura Bard, Marketing Manager, StrategicPoint Investment Advisors
(401) 273-1500 LBard@strategicpoint.com