Market Overview

Brenton Point Celebrates One Year Anniversary and Opening of Westport, Connecticut Office, Led by Larry Rollins, Its Newest Advisor

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Brenton Point combines the expertise of institutional investment
professionals with the experience of senior level wealth advisors to
deliver customized investment advice, financial planning, and family
office services

Brenton Point Wealth Advisors LLC ("Brenton Point"), an independent SEC
registered investment advisory firm affiliated with investment manager,
Zweig-DiMenna, today announced the expansion of its wealth advisory team
with the addition of Larry Rollins, who will lead their new Westport,
Connecticut office as Private Wealth Advisor.

Mr. Rollins joins Brenton Point from Fidelity Investments where he most
recently served as a Vice President and Financial Consultant in their
Greenwich, CT Private Client Group. Mr. Rollins has over 22 years of
experience and he has, since 2011, received Fidelity Investments'
President's Circle Award* five times, a prestigious honor that
recognizes the top 5% of Fidelity's financial consultants nationally.
Larry is joined by Lisa Cassidy, who has over 25 years of financial
services experience and will serve as a Senior Client Manager at Brenton
Point.

"We are excited to welcome Larry and Lisa to our team. As we continue to
expand the firm's reach, we are pleased that successful advisors have
recognized the potential of our firm's unique model and want to
participate in the firm's growth," said Paul Michalowski, Co-President
and COO of Brenton Point.

Over the past twelve months, Brenton Point has established itself in the
wealth management space by combining the knowledge of institutional
investment professionals with experienced senior wealth advisors.
Brenton Point's mission is to provide private investors, families,
endowments and foundations with consistent, ongoing access to data and
advice traditionally reserved for the institutional investment community.

Brenton Point's custom advice and investment solutions are guided by the
firm's proprietary macro-economic research process, led by Michael
Schaus, Director of Market Research for both Brenton Point and
Zweig-DiMenna, an investment management firm with a 34-year legacy.
Joseph DiMenna, Founder and Head Portfolio Manager of Zweig-DiMenna,
views Brenton Point as a timely strategic venture that builds upon the
firm's research focus and market experience. The macro research process
was originally developed under the leadership of Dr. Martin Zweig, a
renowned macro-economist and author, who is credited with predicting the
1987 market crash and is known for his exhaustive data studies. Mr.
Schaus worked with Dr. Zweig for 20 years before assuming responsibility
for the group.

Brenton Point is headquartered in New York and is led by an experienced
leadership team of investment professionals. Kevin Cannon, CEO, brings
over 30 years of management experience and has been the CEO of
Zweig-DiMenna for more than 20 years. Paul Michalowski, Co-President &
COO of Brenton Point, has over 20 years of senior level institutional
and wealth management experience ranging from hedge funds to global
wealth management firms including Merrill Lynch. Patrick Gingras,
Co-President and Private Wealth Advisor, brings 25 years of wealth
management experience. Prior to co-founding the firm, Gingras served as
Senior Vice President and Board Member of Essex Financial Services, Inc.

Joseph DiMenna, Founder of Zweig-DiMenna and Chief Market Strategist of
Brenton Point, said, "I am proud of our unique financial advisory firm,
delivering a more comprehensive range of advisory solutions to an
expanded customer base. Adding Larry Rollins is wonderful news for our
clients and our firm. As we grow our firm, we look forward to continuing
to partner with advisors who share our dedication to clients, our
passion for quality research and our desire to provide superior advice.
I am thrilled to see all that we have achieved in our first year."

About Brenton Point Wealth Advisors LLC

Brenton Point Wealth Advisors LLC is an independent investment advisory
firm with offices in New York and Connecticut. The firm's senior
officers possess extensive institutional experience across capital
markets, research, asset allocation, portfolio construction, risk
management, tax, wealth management, financial and estate planning with a
mission of providing investors comprehensive advisory solutions. For
more information, see www.brentonpoint.com.

 
Brenton Point Wealth Advisors, LLC
Offices:                            
 
301 Riverside Avenue 64 Wall Street 900 Third Avenue
Westport, CT 06880 Madison, CT 06443 New York, NY 10022
(212) 451-1400 (203) 318-9310 (212) 451-1400
 

info@brentonpoint.com

 

*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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