Rick Anzelone
Compliance Officer chez Strategic Point Investment Advisors LLC
Profil
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.
Postes actifs de Rick Anzelone
Sociétés | Poste | Début |
---|---|---|
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. | Compliance Officer | 01/01/2005 |
Anciens postes connus de Rick Anzelone
Sociétés | Poste | Fin |
---|---|---|
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 | - |
Formation de Rick Anzelone
Creighton University | Graduate Degree |
Bryant University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 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 |