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Rick Anzelone
Oficial de Cumplimiento en Strategic Point Investment Advisors LLC .
Perfil
Mr. Richard J.
Anzelone is a Managing Partner & Chief Compliance Officer at Strategic Point Investment Advisors LLC.
He also serves as Senior Financial Advisor, providing investment advice and wealth management to clients.
He is a member of the Rhode Island Bar Association.
He is also a member of the Portfolio Management Committee, which directs the firm’s investment strategies.
He began his career at StrategicPoint as a Financial Advisor and was a member of the Investment Committee in some capacity from 2000 to 2009.
In 2005, he assumed the additional duties of CCO of the firm.
Mr. Anzelone started his career at Pratt and Whitney Aircraft Corporation in finance and later worked for Textron Financial Corporation in leveraged commercial equipment leasing.
He served on the board of the Amos House.
He holds a BS in Finance from Bryant University and a Juris Doctorate degree from Creighton University School of Law.
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.
Cargos activos de Rick Anzelone
Empresas | Cargo | Inicio |
---|---|---|
Strategic Point Investment Advisors LLC
![]() Strategic Point Investment Advisors LLC Investment ManagersFinance Strategic Point Investment Advisors LLC (SPIA) is a registered investment advisory firm headquartered in Providence, Rhode Island. The firm was founded by David Brochu in 1989 and is a wholly-owned subsidiary of FI Services Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPIA provides investment advisory services for a variety of clients including individuals and retirement plan sponsors under ERISA. | Oficial de Cumplimiento | 01/01/2005 |
Antiguos cargos conocidos de Rick Anzelone.
Empresas | Cargo | Fin |
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Textron Financial Corp.
![]() Textron Financial Corp. Finance/Rental/LeasingFinance Textron Financial Corp. engages in the provision of financial services. It offers a wide array of loan and lease solutions. The company was founded in 1962 and is headquartered in Wichita, KS. | Corporate Officer/Principal | - |
Pratt & Whitney Aircraft Co.
![]() Pratt & Whitney Aircraft Co. Aerospace & DefenseElectronic Technology Part of RTX Corp., Pratt & Whitney Aircraft Co. is a manufacturer of gas turbine, airframe, and nacelle components. | Corporate Officer/Principal | - |
Formación de Rick Anzelone.
Creighton University | Graduate Degree |
Bryant University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 3 |
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Strategic Point Investment Advisors LLC
![]() Strategic Point Investment Advisors LLC Investment ManagersFinance Strategic Point Investment Advisors LLC (SPIA) is a registered investment advisory firm headquartered in Providence, Rhode Island. The firm was founded by David Brochu in 1989 and is a wholly-owned subsidiary of FI Services Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPIA provides investment advisory services for a variety of clients including individuals and retirement plan sponsors under ERISA. | Finance |
Pratt & Whitney Aircraft Co.
![]() Pratt & Whitney Aircraft Co. Aerospace & DefenseElectronic Technology Part of RTX Corp., Pratt & Whitney Aircraft Co. is a manufacturer of gas turbine, airframe, and nacelle components. | Electronic Technology |
Textron Financial Corp.
![]() Textron Financial Corp. Finance/Rental/LeasingFinance Textron Financial Corp. engages in the provision of financial services. It offers a wide array of loan and lease solutions. The company was founded in 1962 and is headquartered in Wichita, KS. | Finance |
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