NEW YORK--(BUSINESS WIRE)--Brenton Point Wealth Advisors LLC (“Brenton Point”), an independent SEC registered investment advisory firm affiliated with investment manager, Zweig-DiMenna, today announced the expansion of its wealth advisory team with the addition of Larry Rollins, who will lead their new Westport, Connecticut office as Private Wealth Advisor.
Mr. Rollins joins Brenton Point from Fidelity Investments where he most recently served as a Vice President and Financial Consultant in their Greenwich, CT Private Client Group. Mr. Rollins has over 22 years of experience and he has, since 2011, received Fidelity Investments’ President’s Circle Award* five times, a prestigious honor that recognizes the top 5% of Fidelity’s financial consultants nationally. Larry is joined by Lisa Cassidy, who has over 25 years of financial services experience and will serve as a Senior Client Manager at Brenton Point.
“We are excited to welcome Larry and Lisa to our team. As we continue to expand the firm’s reach, we are pleased that successful advisors have recognized the potential of our firm’s unique model and want to participate in the firm’s growth,” said Paul Michalowski, Co-President and COO of Brenton Point.
Over the past twelve months, Brenton Point has established itself in the wealth management space by combining the knowledge of institutional investment professionals with experienced senior wealth advisors. Brenton Point’s mission is to provide private investors, families, endowments and foundations with consistent, ongoing access to data and advice traditionally reserved for the institutional investment community.
Brenton Point’s custom advice and investment solutions are guided by the firm’s proprietary macro-economic research process, led by Michael Schaus, Director of Market Research for both Brenton Point and Zweig-DiMenna, an investment management firm with a 34-year legacy. Joseph DiMenna, Founder and Head Portfolio Manager of Zweig-DiMenna, views Brenton Point as a timely strategic venture that builds upon the firm’s research focus and market experience. The macro research process was originally developed under the leadership of Dr. Martin Zweig, a renowned macro-economist and author, who is credited with predicting the 1987 market crash and is known for his exhaustive data studies. Mr. Schaus worked with Dr. Zweig for 20 years before assuming responsibility for the group.
Brenton Point is headquartered in New York and is led by an experienced leadership team of investment professionals. Kevin Cannon, CEO, brings over 30 years of management experience and has been the CEO of Zweig-DiMenna for more than 20 years. Paul Michalowski, Co-President & COO of Brenton Point, has over 20 years of senior level institutional and wealth management experience ranging from hedge funds to global wealth management firms including Merrill Lynch. Patrick Gingras, Co-President and Private Wealth Advisor, brings 25 years of wealth management experience. Prior to co-founding the firm, Gingras served as Senior Vice President and Board Member of Essex Financial Services, Inc.
Joseph DiMenna, Founder of Zweig-DiMenna and Chief Market Strategist of Brenton Point, said, “I am proud of our unique financial advisory firm, delivering a more comprehensive range of advisory solutions to an expanded customer base. Adding Larry Rollins is wonderful news for our clients and our firm. As we grow our firm, we look forward to continuing to partner with advisors who share our dedication to clients, our passion for quality research and our desire to provide superior advice. I am thrilled to see all that we have achieved in our first year.”
About Brenton Point Wealth Advisors LLC
Brenton Point Wealth Advisors LLC is an independent investment advisory firm with offices in New York and Connecticut. The firm’s senior officers possess extensive institutional experience across capital markets, research, asset allocation, portfolio construction, risk management, tax, wealth management, financial and estate planning with a mission of providing investors comprehensive advisory solutions. For more information, see www.brentonpoint.com.
|Brenton Point Wealth Advisors, LLC|
|301 Riverside Avenue||64 Wall Street||900 Third Avenue|
|Westport, CT 06880||Madison, CT 06443||New York, NY 10022|
|(212) 451-1400||(203) 318-9310||(212) 451-1400|
*The President’s Circle Award selection criteria are based on an advisor's success in client loyalty (satisfaction) scores, client retention, client acquisition and leadership.