Richard Anzelone

Richard J. Anzelone is a Managing Partner, Chief Compliance Officer (CCO), and Senior Financial Advisor at StrategicPoint Investment Advisors, an independent wealth management firm headquartered in East Greenwich, Rhode Island. He has been with the firm since December 1999 and sits on its Portfolio Management Committee, helping oversee investment strategy for the firm's high-net-worth clients. StrategicPoint reports managing roughly $700 million in assets and focuses on financial planning and investment management for individuals and families rather than on startup or venture financing.

Anzelone holds a BS in Finance from Bryant University and a Juris Doctorate from Creighton University School of Law, where he graduated in 1993. Before entering wealth management, he began his career at Pratt & Whitney Aircraft Corporation in finance and later worked at Textron Financial Corporation in leveraged commercial equipment leasing. After law school he practiced law in Nebraska and Rhode Island, concentrating on estate planning, business law, and bankruptcy law, before joining StrategicPoint.

His professional credentials include the Chartered Retirement Planning Counselor (CRPC™) designation, the FINRA Series 66 registration, and Life and Health Insurance Producer licenses in Rhode Island, Massachusetts, and North Carolina. He is a member of the Rhode Island Bar Association. In the community, he has served on the Diocesan Accounting and Audit Advisory Committee and as chairman of the St. Pius School board.

Note on classification: The "Angel Investors / Seed Round" designation in the provided stub could not be verified. Every available public source describes Anzelone as a wealth-management advisor and compliance officer at an RIA, not as a startup or seed-stage angel investor. No angel or venture portfolio, syndicate membership, or seed-stage deals attributable to him were found. The sections below reflect his actual, verifiable role.

• Works within a traditional wealth-management / RIA model — building and managing diversified investment portfolios for individuals, families, and high-net-worth clients, not deploying angel/seed checks into startups.
• As a member of StrategicPoint's Portfolio Management Committee, he participates in the firm's investment-strategy and asset-allocation decisions across its ~$700M in managed assets.
• His advisory work blends his legal and estate-planning background (business law, bankruptcy, estate planning) with financial planning — a distinctive angle for clients needing integrated legal/financial guidance.
• No publicly stated angel-investing thesis, check size, or target-company profile exists for him; any such figures would be fabricated and are therefore omitted.