StrategicPoint’s Megan M. Logee earns Chartered Financial Consultant® (ChFC®) designation and is promoted to Senior Financial Advisor.

July 9, 2018 12:57 pm

Providence, RI—(July 1, 2018) – StrategicPoint Investment Advisors (‘StrategicPoint’), a RIA based in Providence, RI, today announced the promotion of  Megan M. Logee, ChFC® to Senior Financial Advisor after earning the Chartered Financial Consultant® (ChFC®) professional designation from The American College. Ms. Logee will advise clients on a broader range of topics including financial planning, […]

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 […]

Kristina Mello Joins StrategicPoint Investment Advisors as Financial Planner

March 26, 2018 12:26 pm

Providence, RI— (March 26, 2018) – StrategicPoint announces the addition of Kristina Mello, MBA, to their team as Financial Planner, further expanding the firm’s capabilities in wealth management. StrategicPoint Investment Advisors, LLC, an independent, fee-based financial advisory firm, is pleased to announce the hiring of Kristina Mello as Financial Planner. In addition to working closely […]

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

January 31, 2017 10:31 am

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 […]