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Meet Our Team

The BARI Investments team offers exceptional personal attention, outstanding investment products tailored to your needs and the knowledge and experience to help you pursue your financial goals.  You will receive independent, unbiased guidance from professionals you trust.  Contact them for a complimentary initial consultation and let them address your concerns, answer your questions and put you at ease.

 

Melissa Trapp Senior Vice President,
Investment Sales Manager
401-574-1530

mtrapp@bariinvestments.com

Dana Sherman

Vice President,
Compliance Officer/Registered Securities Principal*

401-574-1638

 dsherman@bariinvestments.com

Lori Reinhardt Investment Officer 401-574-1587

lreinhardt@bariinvestments.com

Alan Testa

Senior Financial Consultant, Officer
401-574-1348

atesta@bariinvestments.com

Kathleen Ringler Investment Officer, Financial Consultant
401-574-1159

kringler@bariinvestments.com

Kevin DeAngelis Senior Financial Consultant, Officer
401-574-1259

kdeangelis@bariinvestments.com

Jim Elliott Senior Financial Consultant, Officer
401-574-1319 jelliott@bariinvestments.com

 

 

Melissa Trapp

Melissa Trapp

Senior Vice President
Investment Sales Manager
BARI Investment Services
(401) 574-1530
mtrapp@bariinvestments.com


Melissa is responsible for managing all aspects of Bank Rhode Island’s BARI Investment Services program.  In January of 2001, she spearheaded the conversion of the Bank’s investment services to an internalized division, and expanded the Bank’s investment portfolio.

Melissa has over 15 years experience in the financial services industry, working for Fleet Investments, Mutual Benefit Financial Service Company, Fisco Equity Inc, and Rhode Island Hospital Trust.  She is a General Securities Representative and a Registered Securities Principal through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment adviser.

Dana A. Sherman

Dana A. Sherman

Vice President
Compliance Officer/Registered Securities Principal*
BARI Investment Services
(401) 574-1638
dsherma@bariinvestments.com


Dana has been in the financial services industry for more than 15 years.  Prior to joining BankRI in the capacity of Compliance Officer, Dana was a Senior Registered Representative and Operations Manager for Quick & Reilly in Lincoln, RI and Worcester, MA.  In his role as Senior Registered Representative in Lincoln, Dana dealt with Quick & Reilly’s high net worth client base, executing trades and general client account maintenance.  As Operations Manager in Worcester, Dana handled daily operations including review of trading activity, correspondence and overall compliance with FINRA rules and regulations.

Dana is a General Securities Representative through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment adviser.  He also holds a Series 24 General Securities Principal registration, a Series 8 NYSE Branch Manager’s registration, a Series 65 Uniform Investment Advisor registration and a R.I. Life, Accident and Health Insurance license.

Dana is responsible for principal review and monitoring of investment activities in adherence with compliance rules and regulations.

Monica Alves

Monica Alves

Retail Investment Associate
BARI Investment Services
(401) 574-1809
malves@bankri.com


Monica joined Bank Rhode Island in 2003.  She holds a Life, Accident and Health Insurance License in the State of Rhode Island.  In 2008, John Hancock Insurance and Financial Services recognized her as a “Million Dollar Producer,” an award honoring the nation’s top financial advisors (top 4%) out of more than 3,000 industry professionals.

Alan Testa

Alan Testa

Senior Financial Consultant
BARI Investment Services
(401) 574-1348
atesta@bariinvestments.com


Alan’s expertise includes 401(k) rollovers and tax-deferred products.  His background encompasses such areas as investment research and retirement and estate planning in addition to wealth management.  Prior to Bank Rhode Island, he was a financial advisor with UBS, in Providence, and Morgan Stanley.  Alan is a General Securities Representative and Investment Advisor Representative through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment adviser.

Lori Reinhardt

Lori Reinhardt

Administrative Investment Specialist
BARI Investment Services
(401) 574-1587
lreinhar@bariinvestments.com


Lori joined Bank Rhode Island in 2001 and has provided full service support to hundreds of BARI investors since that time.  Prior to the Bank, she was a registered representative with American Express Financial advisors.  She has a degree in business administration and economics from St. Andrews College (North Carolina).  Lori is a General Securities Representative through Commonwealth Financial Network, member FINRA/SIPC.

Kevin DeAngelis

Kevin DeAngelis

Senior Financial Consultant
1300 Warwick Avenue
Warwick, RI 02888
(401) 574-1259


Kevin is a seasoned Financial Consultant that has helped his clients with financial investment solutions for over 16 years based on their unique needs. Kevin has a vast knowledge of financial services products that he can put to work for you to help secure your financial future.

Kevin is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment adviser.

Kevin DeAngelis

Kathleen A. Ringler

Investment Officer, Financial Consultant
1269 South County Trail
East Greenwich, RI 02818
(401) 574-1159
kringler@bariinvestments.com


Kathy has over 15 years guiding individuals and business owners in pursuing financial freedom. Kathy can help you in all aspects of financial strategies whether it is for your Childs college education or retirement objectives. She will learn your needs and help you structure the best financial service products to target your investment objectives.

     Jim Elliott
     Senior Financial Consultant
     BARI Investment Services 
     1140 Ten Rod Road
     North Kingstown, RI 02852
     (401) 574-1319  
     jelliot@bariinvestments.com

Jim Elliott serves as a Senior Financial Consultant. Jim is responsible for assisting customers with their financial goals such as retirement planning, income planning, and education planning.  

In addition to his work at BankRI, Jim serves as an active member of the Investment Committee at the Kingston Congregational Church in Kingston RI.
Jim graduated with a MBA from The University of Michigan. He resides in West Kingston Rhode Island.