CONNECT

Address:

130 Bellevue Ave, Suite 205
Newport, RI 02840

Phone:

(401) 324-4220

Fax/Other:

(401) 324-4219

Our Team

 

Ian S. Gerrior, Partner

A partner in our firm, Ian graduated from URI with a degree in Finance and started his career with Putnam Investments as a Portfolio Tax Accountant. Ian is a well-known and respected speaker on a wide range of financial subjects.

When he is not working, Ian enjoys spending time with his wife and three children, golfing, boating and traveling. He resides in Portsmouth, RI.

401-324-4222

Email Ian

Terence Glackin, Partner

A partner in our firm, Tery started his career in the financial services industry in 1993 as a stock broker in New York.  He resides in Jamestown with his wife and two children.  Tery is an avid sailor and spends his free time on the bay.

401-324-4218

Email Tery

Tara Winston, Office Manager

Tara, our Office Manager, has a degree in Psychology from the University of Vermont and has worked in social work for the past 8 years.  She resides in Newport, with her husband and two children.  She enjoys spending time with her family, sailing, running and traveling.

Email Tara

Amanda Sturgeon, Client Service Associate

Holding a business degree from the University of Vermont, Amanda has a passion for economics and spent the last 10 years working in the wine industry in Napa Valley and New York. She resides in Newport with her husband and daughter.

Email Amanda