Brenton Point Wealth Advisors opens Westport office
Brenton Point Wealth Advisors LLC, a New York City-headquartered investment advisory firm affiliated with investment manager Zweig-DiMenna, has announced the opening of its first Fairfield County office at 301 Riverside Ave. in Westport.
The company, which operates another Connecticut office in Madison, has hired Larry Rollins to run the Westport outpost. Rollins, who will hold the title of private wealth adviser, was previously a vice president and financial consultant in Fidelity Investments’ Greenwich-based private client group. He will be joined in Westport by Lisa Cassidy, a 25-year financial services industry veteran who will serve as a senior client manager.
“We are excited to welcome Larry and Lisa to our team,” said Paul Michalowski, co-president and chief operating officer at Brenton Point. “As we continue to expand the firm’s reach, we are pleased that successful advisers have recognized the potential of our firm’s unique model and want to participate in the firm’s growth.”
Paul Michalowski is President of Brenton Point Wealth Advisors. Paul is responsible for overall firm strategy, client advisory, operation and business development. In addition to his responsibilities at Brenton Point,…READ MORE