Rick Anzelone
Compliance Officer at Strategic Point Investment Advisors LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Derek Michael Amey | M | - |
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. | 23 years |
| Betsey A. Purinton | F | - |
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. | 23 years |
| Aaron Charles Reynolds | M | - |
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. | 13 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Jill Schlesinger | F | - |
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. | 13 years |
| Brett Roubal | M | - |
Creighton University
| 7 years |
| Michael James King | M | 56 |
Creighton University
| 7 years |
| Dan Legault | M | - |
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. | - |
| Joe E. Kolb | M | - |
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. | - |
| Scott Quinn | M | - |
Creighton University
| 2 years |
| James Frederick Samuelson | M | 55 |
Creighton University
| 4 years |
| Troy R. Schell | M | - |
Creighton University
| 4 years |
| Lu Amy Sun | M | 67 |
Creighton University
| 3 years |
| Ryan Nitto | M | - |
Creighton University
| 4 years |
| Mark Robert Lookabill | M | - |
Creighton University
| 5 years |
| Daniel J. Bolan | M | - |
Creighton University
| 4 years |
| Terrence A. Plas | M | - |
Creighton University
| 4 years |
| Jon Duval | M | - |
Creighton University
| 4 years |
| Wei Ann Teng | M | 53 |
Creighton University
| 4 years |
| Allison A. Ferko | F | - |
Creighton University
| 3 years |
| Mike Gaffney | M | - |
Creighton University
| 4 years |
| Mary Anne Mullen | F | - |
Creighton University
| 4 years |
| John R. Sykora | M | - |
Creighton University
| 4 years |
| Jeff Huber | M | - |
Creighton University
| 3 years |
| Finbarr O'Harte | M | - |
Creighton University
| 2 years |
| Mark Mclynn Strefling | M | - |
Creighton University
| 3 years |
| Pat R. Hughes | M | - |
Creighton University
| 4 years |
| Lane Edenburn | M | - |
Creighton University
| 3 years |
| Brian Nagel | M | - |
Creighton University
| 4 years |
| John Foley | M | - |
Creighton University
| 4 years |
| Kevin Cronk | M | - |
Creighton University
| 4 years |
| Brian Raymond Bies | M | - |
Creighton University
| 4 years |
| Craig M. Sall | M | - |
Creighton University
| 4 years |
| Craig Callahan | M | 73 |
Creighton University
| 4 years |
| Joe Anzures | M | - |
Creighton University
| 5 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 34 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Rick Anzelone
- Personal Network
