Meet Our Team
 Richard J. Anzelone, J.D.
"Choosing to work with an investment advisor is a big decision for many people. We understand that when clients hire us, they have given us their trust, a fact that we take seriously and appreciate sincerely."
Richard J. Anzelone, J.D., Managing Director and Chief Compliance Officer, also serves as Senior Financial Advisor, providing investment advice and wealth management to clients. He holds a BS in Finance from Bryant University and a Juris Doctorate degree from Creighton University School of Law. Rick is a member of the Rhode Island Bar Association, holds the FINRA Series 7, 66 and 24 licenses and RI Life and Health Insurance Producers Licenses. He is currently featured on StrategicPoint’s Making Money Updates on 630AM WPRO and 99.7 FM.
Rick started his career at Pratt and Whitney Aircraft Corporation in finance and later worked for Textron Financial Corporation in leveraged commercial equipment leasing. In 1993 he graduated from Creighton University law school and practiced law in Nebraska and Rhode Island in the areas of estate planning, business law and bankruptcy law prior to joining StrategicPoint in December of 1999. He began his career at StrategicPoint as an Investment Advisor and was a member of the Investment Committee from 2000-2009. During this time he co-hosted the Making Money radio show on WHJJ 920-AM and AM790 WPRV. In 2005, Rick assumed the duties of the CCO and General Counsel of the firm. During that time period, he continued to advise clients. He is currently the Managing Director and CCO of the firm and is a member of the Portfolio Management Committee, which decides on investment holdings in client portfolios. In 2010, Rick assumed the duties of President and CEO of StrategicPoint Securities.
For the past five years, Rick has been an active Board Member of the Amos House, which is a nonprofit social services agency that provides hospitality and direct services to the homeless and poor of Rhode Island. He lives with his wife, Jennifer, in Providence with their two children.
Email: ranzelone@StrategicPoint.com
Phone: 401-273-1500 x102 |