Richard J. Anzelone, J.D.
Managing Partner & CCO
"I approach my relationship with my clients not only as their advisor, but also as their strategic partner. Helping them manage their investments and finances allows them to spend more time focusing on what matters most to them in their lives."
Richard J. Anzelone, J.D., Managing Partner and Chief Compliance Officer, also serves as Senior Financial Advisor, providing investment advice and wealth management to clients. He holds a BS in Finance from Bryant University and a Juris Doctorate degree from Creighton University School of Law. Rick is a member of the Rhode Island Bar Association, holds the FINRA Series 66 license and RI, MA and NC Life and Health Insurance Producers Licenses.
Rick is a member of StrategicPoint’s Portfolio Management Committee, which directs the firm’s investment strategies. He started his career at Pratt and Whitney Aircraft Corporation in finance and later worked for Textron Financial Corporation in leveraged commercial equipment leasing. In 1993 he graduated from Creighton University law school and practiced law in Nebraska and Rhode Island in the areas of estate planning, business law and bankruptcy law prior to joining StrategicPoint in December of 1999.
Rick is a member of the Diocesan Accounting and Audit Advisory Committee, and serves as Chairman of the St. Pius School board. He lives with his wife, Jennifer, in Providence with their two children.
Read Rick’s most popular blog:
Should I accept less money on the sale of my house with a cash offer?