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Richard Anzelone
Managing Partner and CCO at StrategicPoint Investment Advisors
Seasoned financial expert with 24 years of experience in investment management and financial planning.
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Location
Providence, Rhode Island, United Stat...
Skills
- Registered Investment Advisor
- Private Wealth Management
- Financial Planning
- Investments
- Investment Management
- Show all
Bio
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Topline AI
Richard Anzelone is a seasoned financial expert with 24 years of experience in investment management, private wealth management, and financial planning. He has held senior roles at StrategicPoint Investment Advisors and Anzelone & Merola Law Office, and has a Doctor of Law (J.D.) from Creighton University School of Law.
Experience
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United States
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Investment Management
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1 - 100 Employee
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Managing Partner and CCO
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Apr 2023 - Present
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Partner and CCO
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Apr 2018 - Apr 2023
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Managing Director and CCO
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Jan 2010 - Apr 2018
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General Counsel and CCO
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Sep 2005 - May 2010
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Financial Advisor
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Jan 2000 - Aug 2005
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Attorney
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Apr 1996 - Dec 1999
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Textron
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Providence, Rhode Island Area
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Pricing Analyst
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Aug 1987 - Aug 1990
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Providence, Rhode Island Area
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Financial Analyst
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May 1986 - Aug 1987
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Education
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1990 - 1993Creighton University School of Law
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1982 - 1986
Bryant University
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Johnston High School
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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