StrategicPoint Investment Advisors
Industry: Company
DescriptionFounded: 1989 Parent organization: Progressive Financial Strategies, LLC
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18 StrategicPoint Investment Advisors employees in database. Find out everything there's to know about StrategicPoint Investment Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
StrategicPoint Investment Advisors Employees
Employee
Years
Job
Industry
Dan Hurwitz Dan Hurwitz's StrategicPoint Investment Advisors Experience 2000 - 2001
Job Executive Director of Corporate Financial Planning & Analysis at MGM Resorts International
Industry Hospitality
Experience
MGM Resorts International October 2014 - Present
Abercrombie & Fitch January 2012 - September 2014
Leerink Partners LLC 2009 - 2011
Deutsche Bank 2005 - 2009
TRILLIUM - Trading - Labs - Funds 2001 - 2003
StrategicPoint Investment Advisors 2000 - 2001
Skills
Investments, Valuation, Financial Modeling, Equities, Mergers & Acquisitions, Strategy, Economics, Asset Allocation, Hedge Funds, Capital Markets, Financial Analysis, Strategic Planning, Team Building, Corporate Finance, Competitive Analysis, Portfolio Management, Due Diligence, Start-ups, Venture Capital, Business Planning, Business Strategy, Leadership, Management Consulting, Market Analysis, Entrepreneurship, Analysis, Analytics, Forecasting, Strategic Financial..., Management, Finance, Equity Research, Financial Services, Executive Management, Demand Forecasting, Investor Relations, Investment Banking, Bloomberg, Private Equity, Risk Management, Emerging Markets, Budgets, Capital Budgeting, Process Improvement, Financial Reporting, Microsoft Office, Microsoft Excel
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2006
MBA, Finance, Accounting & International Management
Brown University 1997 — 2001
BA, Organizational Behavior and Management
Mt. Lebanon Senior High School 1993 — 1997
Level II Candidate in the CFA Program
MGM Resorts International October 2014 - Present
Abercrombie & Fitch January 2012 - September 2014
Leerink Partners LLC 2009 - 2011
Deutsche Bank 2005 - 2009
TRILLIUM - Trading - Labs - Funds 2001 - 2003
StrategicPoint Investment Advisors 2000 - 2001
Skills
Investments, Valuation, Financial Modeling, Equities, Mergers & Acquisitions, Strategy, Economics, Asset Allocation, Hedge Funds, Capital Markets, Financial Analysis, Strategic Planning, Team Building, Corporate Finance, Competitive Analysis, Portfolio Management, Due Diligence, Start-ups, Venture Capital, Business Planning, Business Strategy, Leadership, Management Consulting, Market Analysis, Entrepreneurship, Analysis, Analytics, Forecasting, Strategic Financial..., Management, Finance, Equity Research, Financial Services, Executive Management, Demand Forecasting, Investor Relations, Investment Banking, Bloomberg, Private Equity, Risk Management, Emerging Markets, Budgets, Capital Budgeting, Process Improvement, Financial Reporting, Microsoft Office, Microsoft Excel
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2006
MBA, Finance, Accounting & International Management
Brown University 1997 — 2001
BA, Organizational Behavior and Management
Mt. Lebanon Senior High School 1993 — 1997
Level II Candidate in the CFA Program
Laura Bard Laura Bard's StrategicPoint Investment Advisors Experience June 2003 - Present
Job Marketing Manager at StrategicPoint Investment Advisors
Industry Investment Management
Experience
StrategicPoint Investment Advisors June 2003 - Present
Clear Channel Radio November 2001 - April 2008
Go Robot! September 1999 - November 2001
Skills
Radio Broadcasting, Radio, Marketing Communications, Copywriting, Content Strategy, Broadcast, Social Media Marketing, Social Media, Digital Media, Advertising, Facebook, Television, Public Relations, Corporate Communications, Media Relations, Online Advertising, Radio Advertising
Education
Marist College 1995 — 1999
Bachelor of Arts (B.A.), Communications
StrategicPoint Investment Advisors June 2003 - Present
Clear Channel Radio November 2001 - April 2008
Go Robot! September 1999 - November 2001
Skills
Radio Broadcasting, Radio, Marketing Communications, Copywriting, Content Strategy, Broadcast, Social Media Marketing, Social Media, Digital Media, Advertising, Facebook, Television, Public Relations, Corporate Communications, Media Relations, Online Advertising, Radio Advertising
Education
Marist College 1995 — 1999
Bachelor of Arts (B.A.), Communications
Hugh O'Donnell Hugh O'Donnell's StrategicPoint Investment Advisors Experience January 2002 - March 2005
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Institutional Wealth Services March 2006 - Present
SKM Wealth Managment March 2005 - March 2006
StrategicPoint Investment Advisors January 2002 - March 2005
Cogent Communications July 2000 - December 2001
Fidelity Investments July 1995 - July 2000
Skills
Financial Services, Investments, Asset Management, Finance, Retirement Planning, Series 7, Relationship Management, Wealth Management, Mutual Funds, Trading, Securities, Investment Advisory, Alternative Investments, Series 63, Asset Allocation
Education
Fairfield University 1990 — 1994
BA, Economics
Portsmouth Abbey 1986 — 1990
Fidelity Institutional Wealth Services March 2006 - Present
SKM Wealth Managment March 2005 - March 2006
StrategicPoint Investment Advisors January 2002 - March 2005
Cogent Communications July 2000 - December 2001
Fidelity Investments July 1995 - July 2000
Skills
Financial Services, Investments, Asset Management, Finance, Retirement Planning, Series 7, Relationship Management, Wealth Management, Mutual Funds, Trading, Securities, Investment Advisory, Alternative Investments, Series 63, Asset Allocation
Education
Fairfield University 1990 — 1994
BA, Economics
Portsmouth Abbey 1986 — 1990
Richard Anzelone Richard Anzelone's StrategicPoint Investment Advisors Experience May 2010 - Present
Job Managing Director at StrategicPoint Investment Advisors
Industry Investment Management
Experience
StrategicPoint Investment Advisors May 2010 - Present
StrategicPoint Investment Advisors September 2005 - May 2010
StrategicPoint Investment Advisors January 2000 - August 2005
Anzelone & Merola Law Office April 1996 - December 1999
Pratt & Whitney 1986 - 1988
Pratt & Whitney 1986 - 1988
Pratt & Whitney 1986 - 1988
Skills
Registered Investment..., Private Wealth..., Financial Planning, Investments, Investment Management, Asset Management
Education
Creighton University School of Law 1990 — 1993
Doctor of Law (J.D.)
Bryant University 1982 — 1986
Bachelor of Science (B.S.), Finance, General
Johnston High School
StrategicPoint Investment Advisors May 2010 - Present
StrategicPoint Investment Advisors September 2005 - May 2010
StrategicPoint Investment Advisors January 2000 - August 2005
Anzelone & Merola Law Office April 1996 - December 1999
Pratt & Whitney 1986 - 1988
Pratt & Whitney 1986 - 1988
Pratt & Whitney 1986 - 1988
Skills
Registered Investment..., Private Wealth..., Financial Planning, Investments, Investment Management, Asset Management
Education
Creighton University School of Law 1990 — 1993
Doctor of Law (J.D.)
Bryant University 1982 — 1986
Bachelor of Science (B.S.), Finance, General
Johnston High School
Joseph E. Kolb, CFP® Joseph E. Kolb, CFP®'s StrategicPoint Investment Advisors Experience March 2008 - September 2012
Job President at Kolb & Company, LLC. Private Wealth Management
Industry Financial Services
Experience
Kolb & Company, LLC. Private Wealth Management September 2012 - Present
StrategicPoint Investment Advisors March 2008 - September 2012
StrategicPoint Investment Advisors March 2008 - September 2012
Star Medical, Inc January 1991 - January 2011
Skills
Asset Management, Certified Financial..., Retirement Planning, Portfolio Management, Financial Advisory, Independent Financial..., Public Speaking, Financial Planning, Private Wealth..., Investment Management, College Education...
Education
Southern New Hampshire University 2009 — 2010
BS, Business Studies
Bryant University 2005 — 2006
Financial Planning Certificate
Community College of Rhode Island
Finance
Kolb & Company, LLC. Private Wealth Management September 2012 - Present
StrategicPoint Investment Advisors March 2008 - September 2012
StrategicPoint Investment Advisors March 2008 - September 2012
Star Medical, Inc January 1991 - January 2011
Skills
Asset Management, Certified Financial..., Retirement Planning, Portfolio Management, Financial Advisory, Independent Financial..., Public Speaking, Financial Planning, Private Wealth..., Investment Management, College Education...
Education
Southern New Hampshire University 2009 — 2010
BS, Business Studies
Bryant University 2005 — 2006
Financial Planning Certificate
Community College of Rhode Island
Finance
Chrissy Canapari Chrissy Canapari's StrategicPoint Investment Advisors Experience 2003 - Present
Job Financial Advisor at StrategicPoint Investment Advisors
Industry Financial Services
Experience
StrategicPoint Investment Advisors 2003 - Present
AdviceOne LLC January 2001 - December 2003
Allmerica Financial January 1999 - December 2001
Skills
Independent Wealth..., Private Wealth..., Financial Planning, Investments, Investment Management, Asset Management, Registered Investment...
Education
The George Washington University
StrategicPoint Investment Advisors 2003 - Present
AdviceOne LLC January 2001 - December 2003
Allmerica Financial January 1999 - December 2001
Skills
Independent Wealth..., Private Wealth..., Financial Planning, Investments, Investment Management, Asset Management, Registered Investment...
Education
The George Washington University
Betsey Purinton, CFP® Betsey Purinton, CFP®'s StrategicPoint Investment Advisors Experience May 2010 - Present
Job Managing Director and Chief Investment Officer at StrategicPoint Investment Advisors
Industry Investment Management
Experience
StrategicPoint Investment Advisors May 2010 - Present
StrategicPoint Investment Advisors April 2009 - May 2010
StrategicPoint Investment Advisors January 2001 - April 2009
Skills
Investment Management, Personal Financial..., Private Wealth..., Retirement Planning, Financial Planning for..., Asset Management, Public Speaking, Certified Financial..., Female Financial Advisor, Women and Investing, Professional Women, Women Leaders
Education
University of Colorado at Boulder 1972 — 1975
Master's degree, Economics
University of Colorado at Boulder 1968 — 1972
Bachelor's degree, Economics and Education
Bryant University 1999 — 2001
Financial Planning Certificate
StrategicPoint Investment Advisors May 2010 - Present
StrategicPoint Investment Advisors April 2009 - May 2010
StrategicPoint Investment Advisors January 2001 - April 2009
Skills
Investment Management, Personal Financial..., Private Wealth..., Retirement Planning, Financial Planning for..., Asset Management, Public Speaking, Certified Financial..., Female Financial Advisor, Women and Investing, Professional Women, Women Leaders
Education
University of Colorado at Boulder 1972 — 1975
Master's degree, Economics
University of Colorado at Boulder 1968 — 1972
Bachelor's degree, Economics and Education
Bryant University 1999 — 2001
Financial Planning Certificate
Derek Amey Derek Amey's StrategicPoint Investment Advisors Experience June 2010 - Present
Job Managing Director and Financial Advisor at StrategicPoint Investment Advisors
Industry Investment Management
Experience
StrategicPoint Investment Advisors June 2010 - Present
StrategicPoint Investment Advisors November 2001 - December 2010
Quick and Reilly January 2000 - August 2001
Suretrade 1998 - 2000
Skills
Independent Wealth..., Private Wealth..., Financial Planning, Investments, Investment Management, Asset Management, Registered Investment..., Generation X Planning
Education
University of Rhode Island - College of Business Administration 1993 — 1997
Finance
University of Rhode Island 1993 — 1997
StrategicPoint Investment Advisors June 2010 - Present
StrategicPoint Investment Advisors November 2001 - December 2010
Quick and Reilly January 2000 - August 2001
Suretrade 1998 - 2000
Skills
Independent Wealth..., Private Wealth..., Financial Planning, Investments, Investment Management, Asset Management, Registered Investment..., Generation X Planning
Education
University of Rhode Island - College of Business Administration 1993 — 1997
Finance
University of Rhode Island 1993 — 1997
Lauris Lambergs Lauris Lambergs's StrategicPoint Investment Advisors Experience 2009 - 2009
Job Partner at Raylor Asset Management Group & RayLign Advisory
Industry Investment Management
Experience
Raylor Asset Management Group & RayLign Advisory 2009 - Present
StrategicPoint Investment Advisors 2009 - 2009
AllianceBernstein 2006 - 2008
Pyxis Mobile 2005 - 2006
Columbia Managment August 1999 - December 2004
PricewaterhouseCoopers September 1998 - July 1999
Deloitte Touche Tohmatsu International. July 1996 - August 1998
Skills
Alternative Investments, Investments, Asset Managment, Wealth Management, Start-ups, Asset Management, Portfolio Management, Financial Services, Asset Allocation, Strategy, Mutual Funds, Investment Management, Mergers & Acquisitions, Finance, Financial Analysis, Due Diligence, Valuation
Education
RIGA BUSINESS SCHOOL 1995 — 1998
MBA, International Business
DUKE UNIVERSITY 1991 — 1995
BA, Political Science, French
Xaverian Brothers High School 1987 — 1991
Raylor Asset Management Group & RayLign Advisory 2009 - Present
StrategicPoint Investment Advisors 2009 - 2009
AllianceBernstein 2006 - 2008
Pyxis Mobile 2005 - 2006
Columbia Managment August 1999 - December 2004
PricewaterhouseCoopers September 1998 - July 1999
Deloitte Touche Tohmatsu International. July 1996 - August 1998
Skills
Alternative Investments, Investments, Asset Managment, Wealth Management, Start-ups, Asset Management, Portfolio Management, Financial Services, Asset Allocation, Strategy, Mutual Funds, Investment Management, Mergers & Acquisitions, Finance, Financial Analysis, Due Diligence, Valuation
Education
RIGA BUSINESS SCHOOL 1995 — 1998
MBA, International Business
DUKE UNIVERSITY 1991 — 1995
BA, Political Science, French
Xaverian Brothers High School 1987 — 1991
Jennifer Junkin Jennifer Junkin's StrategicPoint Investment Advisors Experience May 2004 - September 2006
Job Educator of Math, Computer Programming and Robotics at the Carroll School
Industry Education Management
Experience
The Carroll School June 2011 - Present
LaSalle Academy September 2007 - June 2011
Bishop Connolly High School September 2006 - June 2007
StrategicPoint Investment Advisors May 2004 - September 2006
Education
University of Rhode Island 2000 — 2004
The Carroll School June 2011 - Present
LaSalle Academy September 2007 - June 2011
Bishop Connolly High School September 2006 - June 2007
StrategicPoint Investment Advisors May 2004 - September 2006
Education
University of Rhode Island 2000 — 2004
Angela Bray's StrategicPoint Investment Advisors Experience September 2002 - July 2004
Job Web Developer at Computershare
Industry Information Technology and Services
Experience
Computershare July 2005 - Present
St. Mary's Home for Children September 2004 - July 2005
StrategicPoint Investment Advisors September 2002 - July 2004
Skills
SQL, SDLC, Business Analysis, Software Development, Microsoft SQL Server, XML, Requirements Analysis, Java, Web Development
Education
New England Institute of Technology 2000 — 2004
Bachelor of Science, Computer Information Systems - Programming
Holliston Schools
Holliston Schools
Holliston Schools
Computershare July 2005 - Present
St. Mary's Home for Children September 2004 - July 2005
StrategicPoint Investment Advisors September 2002 - July 2004
Skills
SQL, SDLC, Business Analysis, Software Development, Microsoft SQL Server, XML, Requirements Analysis, Java, Web Development
Education
New England Institute of Technology 2000 — 2004
Bachelor of Science, Computer Information Systems - Programming
Holliston Schools
Holliston Schools
Holliston Schools
Jason R. Friday CFP®, MPAS®, CMFC, CRPC's StrategicPoint Investment Advisors Experience August 2004 - January 2005
Job Director, Personal Financial Solutions & Investment Consulting at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management August 2013 - Present
New York Life Insurance Company September 2011 - July 2013
New York Life Investment Management September 2007 - August 2011
New York Life Investment Management February 2005 - August 2007
StrategicPoint Investment Advisors August 2004 - January 2005
Charles Schwab & Co.Inc April 2003 - August 2004
Fidelity Investments January 1997 - April 2003
Fidelity Investments January 1995 - January 1997
Fidelity Investments January 1993 - January 1995
Skills
Certified Financial..., Chartered Mutual Fund..., Chartered Retirement..., Investment Policy..., Mutual Funds, Life & Health Insurance..., Personal Financial..., Investment Committee..., Retirement Planning, Investment Advisory, Series 63, Investments, Retirement, Portfolio Management, Strategic Financial..., Insurance, Alternative Investments, Investment Strategies, Pensions, Financial Advisory, Financial Planning
Education
College for Financial Planning 2001 — 2004
Master's degree, Personal Financial Planning, 3.87 GPA
Boston University 1995 — 1999
Certificate, Personal Financial Planning, Completion
Bentley College 1995 — 1998
Pension and Employee Benefits
Assumption College 1989 — 1993
Bachelor's Degree, Political Science
Marian High School 1984 — 1988
New York Life Investment Management August 2013 - Present
New York Life Insurance Company September 2011 - July 2013
New York Life Investment Management September 2007 - August 2011
New York Life Investment Management February 2005 - August 2007
StrategicPoint Investment Advisors August 2004 - January 2005
Charles Schwab & Co.Inc April 2003 - August 2004
Fidelity Investments January 1997 - April 2003
Fidelity Investments January 1995 - January 1997
Fidelity Investments January 1993 - January 1995
Skills
Certified Financial..., Chartered Mutual Fund..., Chartered Retirement..., Investment Policy..., Mutual Funds, Life & Health Insurance..., Personal Financial..., Investment Committee..., Retirement Planning, Investment Advisory, Series 63, Investments, Retirement, Portfolio Management, Strategic Financial..., Insurance, Alternative Investments, Investment Strategies, Pensions, Financial Advisory, Financial Planning
Education
College for Financial Planning 2001 — 2004
Master's degree, Personal Financial Planning, 3.87 GPA
Boston University 1995 — 1999
Certificate, Personal Financial Planning, Completion
Bentley College 1995 — 1998
Pension and Employee Benefits
Assumption College 1989 — 1993
Bachelor's Degree, Political Science
Marian High School 1984 — 1988
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY