Betsey A. Purinton, CFP®

Managing Partner & CIO

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 as well as 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 had appeared 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 Board of Directors of the United Way of Rhode Island, a non-profit organization dedicated to changing lives and strengthening the community through lifelong learning, basic supports and community engagement. Betsey is also an active member of United Way’s Women United. Betsey has served as President, Chairman and Membership Director of the Financial Planning Association of Rhode Island. She 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: