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Rick Anzelone
Compliance Officer bei Strategic Point Investment Advisors LLC
Aktive Beziehungen
Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
---|---|---|---|---|
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 Jahre |
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 Jahre |
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 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
---|---|---|---|---|
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 Jahre |
Brett Roubal | M | - |
Creighton University
| 7 Jahre |
Michael James King | M | 56 |
Creighton University
| 7 Jahre |
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 Jahre |
James Frederick Samuelson | M | 55 |
Creighton University
| 4 Jahre |
Troy R. Schell | M | - |
Creighton University
| 4 Jahre |
Lu Amy Sun | M | 67 |
Creighton University
| 3 Jahre |
Ryan Nitto | M | - |
Creighton University
| 4 Jahre |
Mark Robert Lookabill | M | - |
Creighton University
| 5 Jahre |
Daniel J. Bolan | M | - |
Creighton University
| 4 Jahre |
Terrence A. Plas | M | - |
Creighton University
| 4 Jahre |
Jon Duval | M | - |
Creighton University
| 4 Jahre |
Wei Ann Teng | M | 53 |
Creighton University
| 4 Jahre |
Allison A. Ferko | F | - |
Creighton University
| 3 Jahre |
Mike Gaffney | M | - |
Creighton University
| 4 Jahre |
Mary Anne Mullen | F | - |
Creighton University
| 4 Jahre |
John R. Sykora | M | - |
Creighton University
| 4 Jahre |
Jeff Huber | M | - |
Creighton University
| 3 Jahre |
Finbarr O'Harte | M | - |
Creighton University
| 2 Jahre |
Mark Mclynn Strefling | M | - |
Creighton University
| 3 Jahre |
Pat R. Hughes | M | - |
Creighton University
| 4 Jahre |
Lane Edenburn | M | - |
Creighton University
| 3 Jahre |
Brian Nagel | M | - |
Creighton University
| 4 Jahre |
John Foley | M | - |
Creighton University
| 4 Jahre |
Kevin Cronk | M | - |
Creighton University
| 4 Jahre |
Brian Raymond Bies | M | - |
Creighton University
| 4 Jahre |
Craig M. Sall | M | - |
Creighton University
| 4 Jahre |
Craig Callahan | M | 73 |
Creighton University
| 4 Jahre |
Joe Anzures | M | - |
Creighton University
| 5 Jahre |
Statistik
Land | Beziehungen | % des Gesamten |
---|---|---|
Vereinigte Staaten | 34 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
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- Insiders
- Rick Anzelone
- Persönliches Netzwerk