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Meet Our Team

When you hire StrategicPoint, you will work with a dedicated team of financial advisors and client service professionals. We provide you with comprehensive investment and wealth management services based on an asset under management (AUM) model.

We are a firm that puts your interests first; that provides consistent financial advice; that ensures that you have unfettered access to qualified professionals; and that seeks to deliver investment management returns tailored to your risk parameters.

 


Richard J. Anzelone, J.D.
Managing Director and CCO
Betsey A. Purinton, CFP®
Managing Director and CIO
 
     

Derek Amey
Managing Director and Financial Advisor
Dan Legault, CFP®
Senior Financial Advisor

 
     

Sean Giles
Financial Advisor
Chrissy Canapari
Manager of Client Services and Financial Advisor

     
 
  Megan McNeill
Financial Advisor


  Tara Budlong
Client Service Specialist
         
    Aaron Reynolds
Asset Allocation Specialist
   
 
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