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The StrategicPoint Team

Meet Our Team

Throughout each stage of your life, you will be presented with a range of financial challenges,
each unique and personal. Let us offer the professional guidance you and your family need to
make informed choices along the way.

Richard J. Anzelone, J.D., CRPC™

Richard J. Anzelone, J.D., CRPC™

Managing Partner & CCO
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Derek M. Amey

Derek M. Amey

Managing Partner & Chief Investment Officer
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Sean M. Giles

Sean M. Giles

Senior Financial Advisor
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Kristina M. Mello, MBA

Kristina M. Mello, MBA

Senior Financial Advisor and Director of Financial Planning
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Aaron C. Reynolds, CFA®

Aaron C. Reynolds, CFA®

Associate Portfolio Manager
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Tara L. Budlong

Tara L. Budlong

Client Service Manager & Advisor
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Sherri A. Buteau

Sherri A. Buteau

Client Service Associate
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Laura J. Bard

Laura J. Bard

Director of Client Experience and Strategy
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Vanessa A. Norcliffe

Vanessa A. Norcliffe

Operations Manager
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Andrea R. Felice

Andrea R. Felice

CFO
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Michael W. Church

Michael W. Church

Technology Manager
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Alicia B. Iovino

Alicia B. Iovino

Office Manager
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Providence, RI
294 W Exchange St
Providence, RI 02903
1-800-597-5974
info@strategicpoint.com

East Greenwich, RI
557 Main St
East Greenwich, RI 02818
1-800-597-5974

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