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Cfp® Betsey Purinton

Managing Partner and Chief Investment Officer at StrategicPoint Investment Advisors

  • LinkedIn

"I have always had a passion for education. I was a teacher and school administrator before moving into the wealth management field. I enjoy sharing my knowledge with clients and helping ...

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STRATEGICPOINT INVESTMENT ADVISORS

STRATEGICPOINT INVESTMENT ADVISORS

  • description Description
    StrategicPoint is an independent wealth manager, focused on financial planning and investments.
  • Employees count Employees 11-50
  • Revenue Revenue 1 Billion and Over
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StrategicPoint Investment Advisors Org Chart and Mapping

Employees

Sean Giles

Senior Financial Advisor

Kristina Mello

Senior Financial Advisor, Director of Financial Planning

Laura Bard

Director of Client Experience & Strategy

Tara Budlong

Client Service Manager and Advisor

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Answer: Cfp® Betsey Purinton is the current Managing Partner and Chief Investment Officer at StrategicPoint Investment Advisors.... Read More

Answer: Cfp® Betsey Purinton works StrategicPoint Investment Advisors located at 294 West Exchange Street, Providence, , 2903, Rhode Island, United States

Answer: StrategicPoint Investment Advisors's Managing Partner and Chief Investment Officer is Cfp® Betsey Purinton

Answer: Cfp® Betsey Purinton contact details:

  • Phone number  :  (***)-***-****
  • Email  :  b****@strategicpoint.com

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