Top 10 Investment Management Companies in Providence

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Below is the list of Top 10 Investment Management Companies in Providence ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Providence

1. Napatree Capital

Industry: Investment Management

Location: Providence, Rhode Island

Website: napatreecapital.com

Company Founded: 2018

Company Size: 1-10

Company Address: 275 Promenade Street, Providence, Rhode Island, United States

Napatree Capital Contact Details

Name Title LinkedIn Phone Email
James Maynard Managing Director
Requires/Intent
Public Relations
Cybersecurity Solutions
Tax Optimization For Investments
M&A Advisory
and more

2. Strategicpoint Investment Advisors

Industry: Investment Management

Location: Providence, Rhode Island

Website: strategicpoint.com

Company Founded: 1989

Company Size: 11-50

Company Address: 294 West Exchange Street, Providence, Rhode Island, United States

Strategicpoint Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Betsey Purinton Managing Partner And Chief Investment Officer
Richard Anzelone Partner And Chief Creative Officer
Derek Amey Partner And Portfolio Manager
Laura Bard Marketing Manager
Andrea Felice Chief Financial Officer And Finop
Megan Mcneill Financial Advisor
Alicia Iovino Receptionist And Office Manager
Requires/Intent
High-Frequency Trading Solutions
Hedge Fund Strategies
Compliance & Risk Management
and more

3. Parsons Capital Management, Inc.

Industry: Investment Management

Location: Providence, Rhode Island

Website: parsonscapital.com

Company Founded: 1993

Company Size: 11-50

Company Address: 10 Weybosset Street, Providence, Rhode Island, United States

Parsons Capital Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Peter Hunt Managing Director
John Mullen Managing Director
Jenna Clegg Trader
David Von Hemert Managing Director
Ruth Mullen Investment Advisor
J Geddes Parsons President
Requires/Intent
Financial Due Diligence
AI
AI-Powered Financial Forecasting
Branding
and more

4. Brown Socially Responsible Investment Fund

Industry: Investment Management

Location: Providence, Rhode Island

Website: srif.net

Company Founded: 2009

Company Size: 11-50

Brown Socially Responsible Investment Fund Contact Details

Name Title LinkedIn Phone Email
Manjing Wang Esg Chair
Grant Shapiro General Body Member
Minh Quan Consumer And Retail Analyst
Requires/Intent
Customer Relationship Management
CRM Systems
High-Frequency Trading Solutions
Legal
Robo-Advisors & AI Trading
and more

5. Revup Capital

Industry: Investment Management

Location: Providence, Rhode Island

Website: revupfund.com

Company Founded: 2016

Company Size: 1-10

Company Address: 91 Clemence Street, Providence, Rhode Island, United States

Revup Capital Contact Details

Name Title LinkedIn Phone Email
Taylor Smith Growth Marketing Associate
Randall Thompson Investor And Mentor
Requires/Intent
Smart Contracts For Investment
Accounting
HR & Payroll Services
and more

6. Bay Capital Investment Partners

Industry: Investment Management

Location: Providence, Rhode Island

Website: baycapllc.com

Company Founded: 2007

Company Size: 1-10

Company Address: 1 Turks Head Place, Providence, Rhode Island, United States

Bay Capital Investment Partners Contact Details

Name Title LinkedIn Phone Email
Daniel Kendig Senior Associate
Greg Mulligan Managing Partner
Requires/Intent
Automation
FinTech Solutions For Investment Firms
Technology
Cloud Hosting
Alternative Investment Consulting
and more

7. Bruin Holdings Inc

Industry: Investment Management

Location: Providence, Rhode Island

Company Size: 1-10

Company Address: 99 Power Street, Providence, Rhode Island, United States

Bruin Holdings Inc Contact Details

Name Title LinkedIn Phone Email
Lisa Volpe Managing Director
Jennifer Mcnelley Administrative Assistant
Requires/Intent
HR & Payroll Services
AI
Market Research
SEO
CRM Systems
and more

8. Van Liew Trust Company

Industry: Investment Management

Location: Providence, Rhode Island

Website: vanliewtrust.com

Company Founded: 1984

Company Size: 11-50

Company Address: 1 Regency Plaza, Providence, Rhode Island, United States

Van Liew Trust Company Contact Details

Name Title LinkedIn Phone Email
Samuel Hallowell Investment Manager And Trustee
Requires/Intent
ESG Investing & Impact Analysis
Portfolio Management Solutions
and more
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Providence Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 James Maynard Napatree Capital Managing Director
2 Betsey Purinton Strategicpoint Investment Advisors Managing Partner And Chief Investment Officer
3 Richard Anzelone Strategicpoint Investment Advisors Partner And Chief Creative Officer
4 Derek Amey Strategicpoint Investment Advisors Partner And Portfolio Manager
5 Laura Bard Strategicpoint Investment Advisors Marketing Manager
6 Andrea Felice Strategicpoint Investment Advisors Chief Financial Officer And Finop
7 Megan Mcneill Strategicpoint Investment Advisors Financial Advisor
8 Alicia Iovino Strategicpoint Investment Advisors Receptionist And Office Manager
9 Peter Hunt Parsons Capital Management, Inc. Managing Director
10 John Mullen Parsons Capital Management, Inc. Managing Director
11 Jenna Clegg Parsons Capital Management, Inc. Trader
12 David Von Hemert Parsons Capital Management, Inc. Managing Director
13 Ruth Mullen Parsons Capital Management, Inc. Investment Advisor
14 J Geddes Parsons Parsons Capital Management, Inc. President
15 Manjing Wang Brown Socially Responsible Investment Fund Esg Chair
16 Grant Shapiro Brown Socially Responsible Investment Fund General Body Member
17 Minh Quan Brown Socially Responsible Investment Fund Consumer And Retail Analyst
18 Taylor Smith Revup Capital Growth Marketing Associate
19 Randall Thompson Revup Capital Investor And Mentor
20 Daniel Kendig Bay Capital Investment Partners Senior Associate
21 Greg Mulligan Bay Capital Investment Partners Managing Partner
22 Lisa Volpe Bruin Holdings Inc Managing Director
23 Jennifer Mcnelley Bruin Holdings Inc Administrative Assistant
24 Samuel Hallowell Van Liew Trust Company Investment Manager And Trustee