Meet Our Team
Betsey A. Purinton, CFP®
"Staying attuned to the market is stimulating. But working with people is the most enjoyable part of my job. My clients worked hard to build their portfolios. I take great pride in helping them preserve their assets and achieve financial peace of mind."
Betsey A. Purinton, CFP®, Managing Director and Chief Investment Officer, holds a BA and MA in Economics from the University of Colorado, where she was elected to Phi Beta Kappa. She has a Certificate in Financial Planning from Bryant University and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Betsey holds the FINRA Series 65 License and RI and MA Life and Health Insurance Producers Licenses. She has been with the firm since 2001.
In addition to her administrative responsibilities, Betsey serves as Senior Financial Advisor, providing investment advice and wealth management to clients. She specializes in women’s planning issues and retirement decision making. As Chief Investment Officer, Betsey overseas the company’s Portfolio Management Committee. Betsey has also served as Director of Financial Planning and was a member of the Investment Committee from 2001-2009.
Betsey has appeared as a regular guest on WJAR/NBC10's Sunrise Show with Frank Coletta and writes monthly financial columns for East Side Monthly. For 5 years, Betsey co-hosted the Making Money radio show on WHJJ 920-AM and AM790 WPRV.
She is a recipient of the 2011, 2012 and 2013 Five-Star Wealth Manager Award which is featured in Rhode Island Monthly and Rhode Island Business Quarterly. Details on this award and criteria may be found at www.fivestarprofessional.com.
Betsey is a Founder of the Women’s Planning Initiative, an educational effort that is designed to help women become, and stay, financially independent. Betsey has served as President, Chairman and Membership Director of The Financial Planning Association of Rhode Island, a non-profit organization that fosters the value of financial planning and advances the financial planning profession. She is currently a member of the Estate Planning Council of Rhode Island and United Way of Rhode Island's Women's Leadership Council, a non-profit organization dedicated to closing the gaps in early childhood literacy.
Prior to her career in the financial services industry, Betsey was a teacher and school administrator in Colorado and New York. She lives with her husband, James English, in Providence. Their three children currently reside in Philadelphia, Salt Lake City and Minneapolis.
Schedule a meeting with Betsey
Phone: 401-273-1500 x103
Read Betsey's most recent blog post:
Learning about Finance
I often get asked, “What should I read and follow if I want to teach myself about investing?” Unfortunately, there is not one magic book or website that is readable, succinct and unbiased.