• FIRM HISTORY
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FIRM HISTORY


1970s

Zweig Forecast Newsletter launched

Marty Zweig invents Put/Call ratio to assess investor sentiment

Joe DiMenna joins Marty Zweig as research analyst

Marty authored books: Winning on Wall Street and Winning with New IRAs


1980s

Zweig-DiMenna Partners, L.P. launches, pioneering one of the early equity long/short strategies

IPO of the Zweig Closed-End Funds and launch of the Zweig Mutual Funds

Marty coins the phrase “Don’t Fight the Fed”

Marty calls the Crash of 1987 on Wall Street Week with Louis Rukeyser


1990s

Zweig Mutual Funds sold to Phoenix Investments Partners

Michael Schaus joins Zweig DiMenna as Marty’s research analyst

2000s

Zweig-DiMenna recognized with the U.S Equity Fund Award in 2007 by Absolute Return Magazine* (“AR”)

Zweig-DiMenna was 1 of 3 funds nominated for the U.S. Equity Fund Award by AR in 2008*

*AR’s criteria for “U.S. Equity Fund Award” is based on performance in relation to relevant peer groups, partially adjusted for sharpe ratio. These awards are from a number of years ago, and are not indicative of subsequent or future performance.


Current

Brenton Point Wealth Advisors is formed in partnership with Zweig-DiMenna

Open offices in NY & CT

Co-Founder, Patrick Gingras named to Forbes Best-In-State Wealth Advisors – CT, 2019 & 2020*

*Awards or rankings were not indicative of success or results. For information on the ranking methodology for the Forbes “Best-in-State Wealth Advisors” ranking. Please see this link.

Brenton Point - Kevin Cannon

Kevin Cannon

Co-Founder and CEO

Kevin Cannon is the Chief Executive Officer of Brenton Point Wealth Advisors and Zweig-DiMenna where he oversees all the critical business operations of the firm. Mr. Cannon, who joined Zweig-DiMenna in 1998, was previously a tax partner with Deloitte & Touche. For more than twenty years before joining Zweig-DiMenna, he had worked closely with the firms’ founding partners. Mr. Cannon received a B.S. in Accounting from Fairfield University. He serves on the Board of Trustees of Fairfield University.

Brenton Point - Paul Michalowski

Paul Michalowski

Co-Founder, Co-President and COO

Paul Michalowski is Co-President and COO of Brenton Point Wealth Advisors. Paul is responsible for overall firm strategy, operation and business development. In addition to his responsibilities at Brenton Point, Paul is the Head of Global Marketing for Zweig-DiMenna. Previously he held various leadership roles within Bank of America/Merrill Lynch including Head of Distribution for Investment and Wealth Management, Head of Retirement Strategy and National Sales Manager for Merrill Lynch Insurance Group. He also served as an early stage Partner and Senior Vice President of the commodities firm, Gold Bullion International. He received his B.S from Fordham University.

 

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Brenton Point - Patrick Gingras

Patrick Gingras

Co-Founder, Co-President and Private Wealth Advisor

Patrick Gingras is Co-President and Private Wealth Advisor for Brenton Point Wealth Advisors. Most recently, Patrick was recognized on the 2019 and 2020 Forbes “Best-in-State Wealth Advisors” list as one of the top 100 advisors in the state of Connecticut. Previously Patrick served as Senior Vice President and Board Member of Essex Financial Services. A 1994 graduate of Trinity College, Patrick began his career at MFS Investment Management in Boston, working in various capacities. He later worked for Putnam Investments in Boston and Sun Life of Canada in Charlotte, NC, where he was named Regional Vice President. Patrick subsequently spent seven years with The Hartford in Boston as a Regional Director. He holds the Series 6, 7, 63 and 65 licenses.

 

*Awards or rankings are not indicative of success or results. For information on the ranking methodology for the Forbes “Best-in-State Wealth Advisors” ranking – please see this link

 

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Brenton Point - Joseph DiMenna

Joseph DiMenna

Co-Founder and Chief Market Strategist

Joe DiMenna serves as Chief Market Strategist for Brenton Point Wealth Advisors. He is also the Head Portfolio Manager of Zweig-DiMenna, in charge of portfolio construction and stock selection. Mr. DiMenna has amassed a more than 35-year track record in equity long/short equity investing. Mr. DiMenna received a B.S. in Finance from Fairfield University, where he served as a member of the Board of Trustees and Chair of the Investment Committee for a number of years. He is currently a member of the Board of the Orchestra of St. Luke’s, the Harlem Children’s Zone and the New York Historical Society.

Brenton Point - Michael Schaus

Michael Schaus

Director of Market Research

Michael Schaus is the Director of Market Research for Brenton Point Wealth Advisors and Zweig-DiMenna. Since joining Zweig-DiMenna in 1992, his focus has been on macroeconomic research, the analysis of market risk and the refinement of risk assessment processes, and quantitative research. For more than 20 years, Michael worked with Dr. Martin Zweig as his Head of Research. Previously, Mr. Schaus worked as an analyst at First American Bank in Washington, D.C. He holds a B.A. in Government from Georgetown University and an M.B.A. in Finance from the Graduate School of Business of Columbia University.

Brenton Point - Moshe Luchins

Moshe Luchins

Chief Compliance Officer

Moshe Luchins is the Chief Compliance Officer for Brenton Point Wealth Advisors and Zweig-DiMenna. He has had a broad range of legal and compliance responsibilities on behalf of the firm and its affiliates since joining in 1996. Mr. Luchins is a faculty member for the Regulatory Compliance Association, and is a frequent speaker at industry conferences. Mr. Luchins received his JD from Columbia Law School and he holds a BA from Touro College and holds FINRA Series 7 and 24 licenses.

Brenton Point - Jason Schiff

Jason Schiff

Director of Investment Operations

Jason Schiff is the Director of Investment Operations for Brenton Point Wealth Advisors, responsible for managing client reporting, external investment management due diligence and business development. In addition to his responsibilities at Brenton Point, Jason is the Vice President of Marketing for Zweig-DiMenna Associates, Inc., focusing on various aspects of business development and investor relations. Previously, he worked at JPMorgan’s Private Bank, where he was responsible for marketing and investor relations initiatives for their alternatives investment platform. Mr. Schiff received a B.A. in Economics from the University of Arizona.

Brenton Point - Patrick Gingras

Patrick Gingras

Co-Founder, Co-President and Private Wealth Advisor

Patrick Gingras is Co-President and Private Wealth Advisor for Brenton Point Wealth Advisors. Most recently, Patrick was recognized on the 2019 and 2020 Forbes “Best-in-State Wealth Advisors” list as one of the top 100 advisors in the state of Connecticut. Previously Patrick served as Senior Vice President and Board Member of Essex Financial Services. A 1994 graduate of Trinity College, Patrick began his career at MFS Investment Management in Boston, working in various capacities. He later worked for Putnam Investments in Boston and Sun Life of Canada in Charlotte, NC, where he was named Regional Vice President. Patrick subsequently spent seven years with The Hartford in Boston as a Regional Director. He holds the Series 6, 7, 63 and 65 licenses.

 

*Awards or rankings are not indicative of success or results. For information on the ranking methodology for the Forbes “Best-in-State Wealth Advisors” ranking – please see this link

 

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Brenton Point - Larry Rollins, CFP®*

Larry Rollins, CFP®*

Private Wealth Advisor

Larry Rollins is a Private Wealth Advisor for Brenton Point Wealth Advisors, located in the Westport, CT office. Larry works with high net worth families to develop, implement and monitor their investment portfolio and financial plans. Previously, Larry served as Vice President and Financial Consultant for Fidelity Investments in the Private Client Group, out of their Greenwich, CT office. Most recently, Larry was recognized by the Westchester and Fairfield Country Business Journals as a top 100 Wealth Advisors**. From 2011-2017 he received the President’s Circle Award five times, which recognizes the top 5% of Fidelity’s financial consultants nationally***.

 

A California native, Larry graduated from California State University, Northridge. After graduating, he began his financial advisor career at A.G. Edwards, where he spent more than nine years in their Santa Barbara office. In addition to nearly 25 years of financial advising, educational and consultant experience, he holds a CERTIFIED PROFESSIONAL PLANNER™ (CFP®) certification, and FINRA Series 7, 8, 63 and 66 licenses.

 

*Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
**Selection to the top 100 Wealth Advisors in Westchester and Fairfield Counties is based on financial analysis conducted by the Westchester and Fairfield County Business Journals and working or living in the region. Awards or rankings are not indicative of future success or results and should not be construed as an endorsement of Brenton Point.
***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.

 

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Brenton Point - Matthew H. Wu

Matthew H. Wu

Private Wealth Advisor

Matthew Wu is a Private Wealth Advisor for Brenton Point Wealth Advisors, located in the Madison, CT office. Matt recently served as an Associate Advisor for Coastal Bridge Advisors, in the Westport, CT office where he was responsible for the co-management of client portfolios with one of the founding partners and also served as co-head of the investment committee. He was responsible for designing and executing customized portfolio solutions based on financial planning for clients. Prior to Coastal Bridge Advisors, he spent eight years at Merrill Lynch, Private Wealth Management in the Stamford, CT office. Matt is a graduate of Bates College.  He holds the FINRA 66 license.

 

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Brenton Point - Cara Wardley

Cara Wardley

Director of Client Service & Operations

Cara Wardley is a Director of Client Service & Operations for Brenton Point Wealth Advisors, located in the Madison, CT office. Cara is responsible for managing and servicing client relationships. Prior to Brenton Point, Cara was a Client Relationship Manager with Essex Financials Services from 2005 – 2017. Cara is a graduate of Sierra Nevada University and holds FINRA Series 7, 63 and CT Life and Health Insurance licenses.

 

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Brenton Point - Wendy L. Chusid

Wendy L. Chusid

Senior Client Manager

Wendy Chusid is a Senior Client Manager for Brenton Point Wealth Advisors responsible for managing and servicing client relationships in both the Westport, CT and New York, NY offices. Wendy is also the Head of Investor Relations for Zweig-DiMenna, since 2001. Previously, Ms. Chusid worked in marketing and client service at Scudder Kemper Investments. She received a B.S. in Marketing from the University of Rhode Island.

 

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Brenton Point - Sammantha Kaufman-Jones

Sammantha Kaufman-Jones

Senior Administrative Coordinator

Sammantha Kaufman-Jones is a Senior Administrative Coordinator for Brenton Point Wealth Advisors, located in the New York, NY office. Sammantha provides a wide range of administrative, marketing and partnership support to the team. Sammantha is also a Senior Associate for Zweig-DiMenna, since 2001. She is a graduate of the State University of New York at Buffalo.

 

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