Meet Our Team
The BankRI Investment 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 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. View BankRI's Investment Products here >
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Melissa L. TrappSenior Vice PresidentInvestment Manager401-574-1530mtrapp@bariinvestments.com |
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Melissa has been in the financial services industry for more than 25 years. Melissa is a Chartered Retirement Planning CounselorSM (CRPC®) from the College of Financial Planning and an Accredited Investment Fiduciary® (AIF®) from the Center For Fiduciary Studies. She is a Registered Securities Principal through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. She holds FINRA Series 24 General Securities Principal registration, a Series 65 Uniform Investment Advisor registration, a Series 7 General Securities Representative registration through Commonwealth Financial Network®, and a Rhode Island Life, Accident and Health Insurance producer's license. Melissa is responsible for the daily management and oversight of the BankRI Investment Services program in addition to serving as the Office of Supervisory Jurisdiction (OSJ) for Commonwealth Financial Network. Melissa serves as Vice President of the Providence Preservation Society Board of Directors.and as a member of their Finance, Investment and Executive Committees. She also is a member of the Investment Committee for Dorcas International Institute of Rhode Island. Melissa is a former registered representative of Fleet Investment Management; vice president of the FIS Companies; operations manager of the Mutual Benefit Life Insurance, and a trust administrator with RI Hospital Trust National Bank. Melissa was recognized as one of "Ten to Watch" by Providence Monthly in 2006, and was one of the "Women to Watch" by Providence Business News in 2013. She received the Five Star Wealth Manager Award* in 2014, 2015, and 2016. In her spare time, she enjoys golf and traveling. *Five Star Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 637 Rhode Island wealth managers were considered for the award; 194 (31 percent of the award candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information please visit www.fivestarprofessional.com |
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Alan J. TestaAssistant Vice PresidentSenior Financial Consultant401-574-1348atesta@bariinvestments.com |
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Alan works closely with his clients, asking the right questions to fully understand where they are financially, and where they want to be. He works with them to find a strategy that fits, and meets with them at least annually to make sure that as circumstances change, so does that strategy. Alan holds a FINRA Series 7 General Securities Representative registration, a Series 66 Uniformed Combine Registered Investment Advisor Investment Advisor registration through Commonwealth Financial Network®, and a Rhode Island and Massachusetts, Life, Accident and Health Insurance producer license. Alan also maintains a Certified Retirement Planning Counselor® (CRPC®) designation from the College of Financial Planning. He received the Five Star Wealth Manager Award* in 2015, 2016, and 2017. Prior to joining Bank Rhode Island, Alan was a financial advisor with Morgan Stanley and UBS. He has a BA from University of Rhode Island and resides in North Providence. *Five Star Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 476 Rhode Island Wealth Managers were considered for the award; 188 (40 percent of candidates) were named 2017 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information please visit www.fivestarprofessional.com |
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Dana A. ShermanVice PresidentCompliance Officer401-574-1638dsherman@bariinvestments.com |
Dana has been in the financial services for 20 years. Dana is a Registered Securities Principal through Commonwealth Financial Network member FINRA/SIPC a Registered Investment Adviser. He holds a Series 24 General Securities Principal registration, a Series 8 NYSE Branch Manager's registration, a Series 65 Uniform Investment Advisor registration, a Series 7 General Securities Representative registration, and a Rhode Island Life, Accident and Health Insurance license. Dana is responsible for the daily operations and oversight as well as all compliance related functions for the BankRI Investment program. He is a former Senior Registered Representative of Quick & Reilly. Dana attended Franklin Pierce College in Rindge, NH where he majored in Finance. Dana resides in Cranston with his wife and daughter.
Lori Reinhardt
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Lori Reinhardt401-574-1587lreinhardt@bariinvestments.com |
Lori works with the entire team to provide excellent customer service, sales support and back office functions. Lori has been in the industry for over 15 years. Lori currently holds a Series 7 General Securities Representative registration, and a Rhode Island Life, Accident and Health Insurance producer license. In addition to her work at Bank Rhode Island, she volunteers for Gaspee Days Road Race and PPS Historic Homes Tours. Lori formerly worked for Ameriprise in South Bend, IN. She holds a BA in Business Administration and Economics with a minor in Finance and History.
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Kirsten BagagliaSenior Financial Consultant401-574-1159kbagaglia@bariinvestments.com |
As a Senior Financial Consultant, Kirsten uses a comprehensive and risk adjusted approach to deliver clients individualized guidance to meet their financial goals and prevent unintended financial consequences. She holds a FINRA Series 7, 63, 65 and holds a RI Life & Health Insurance Producer license. Prior to joining Bank Rhode Island, Kirsten was a Premier Advisor at Citizens Bank. She has a BA in Economics from the University of Rhode Island and resides in Johnston, RI with her husband, Ryan and dog, Toby.
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Kevin VieiraSenior Financial Consultant401-574-1693kvieira@bariinvestments.com |
Kevin has over 20 year of experience in the industry and focuses on building client relationships and assessing financial circumstances to develop individualized strategies to meet short- and long-term financial goals. He uses a comprehensive approach to not only build clients’ wealth, but also to manage expenses, protect assets, and plan income for now and in retirement. Kevin is particularly knowledgeable in managing complex transactions involving mutual funds, exchange-traded funds, stocks, and bonds. Prior to joining BankRI, he spent nearly 16 years with Webster Bank/LPL Financial as Senior Vice President, Financial Consultant, and previously worked for The Hartford and The Phoenix Companies. Kevin lives in North Kingstown with his wife and children, and graduated from Bentley University in Massachusetts with a degree in finance. He is a Certified Funds Specialist, and holds Series 7, 24 and 66, and Life and Health licenses. In his spare time, he enjoys golf and tennis.
Disclaimers
The Financial Advisors of BankRI Investment Services offer securities and advisory services through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Advisor. Investments are not FDIC insured, are not guaranteed by BankRI and are subject to risks, including possible loss of principal. BankRI and Commonwealth are separate and unaffiliated entities. Bank Rhode Island is not a registered broker-dealer or Registered Investment Adviser. Fixed insurance products and services offered through BankRI Investment Services and CES Insurance Agency
This communication strictly intended for individuals residing in the states of CA,CT,FL,MA,MD,ME,MI,NJ,NY,OH,PA,RI,VA,VT,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.