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 Portfolio Manager and Director of Operations		Joseph Kolb, CFP® Director of Financial Planning
		Dan Legault, CFP® Senior Financial Advisor		Chrissy Canapari Manager of Client Services and Financial Advisor
		Sean Giles Financial Advisor