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, 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.
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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 Counselor, CRPC from the College of Financial Planning. She is a Registered Securities Principal through Commonwealth Financial Network member FINRA/SIPC, a Registered Investment Adviser. She holds a Series 24 General Securities Principal registration, a Series 65 Uniform Investment Advisor registration, a Series 7 General Securities Representative registration, a Rhode Island Life, Accident and Health Insurance producer’s license. Melissa is responsible for the daily management and oversight of the BARI Investment Services program in addition to serving as the Office of Supervisory Jurisdiction, OSJ for Commonwealth Financial Network. Melissa held the following positions prior to beginning her career at Bank RI began in 2000. She is a former Registered Representative of Fleet Investment Management, Vice President of the FIS Companies, Operation Manager of the Mutual Benefit Life Broker-Dealer and a Trust Administrator with RI Hospital Trust Bank. Melissa serves on the Board of Trustees of the Providence Preservation Society and acts as Treasurer for the organization. In addition, she also chairs their Investment and Finance Committee. She also serves on Board of Directors of Dorcas International Institute as well as their Finance and Investment Committees. Melissa was recognized as a Person to Watch by Providence Monthly in 2006, A Woman to Watch by Providence Business News in 2013. She was also named a Rhode Island Monthly, Five Star Wealth Manager Award Winner in 2014 and 2015. In her spare time she enjoys golf and lives in Cranston with her husband and two dogs. *Five Star Award is based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm's internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers' future performance. For more information please visitwww.fivestarprofessional.com |
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Kevin DeAngelisSenior Financial Consultant401-574-1259kdeangelis@bariinvestments.com |
As a senior financial consultant, Kevin assists clients with their retirement planning and other investment options. He has been in the financial services industry for over 20 years. He currently holds a Series 7 General Securities Representative registration, a Series 65 Registered Investment Advisor registration, and a Rhode Island and Massachusetts Life, Accident and Health Insurance producer license. Before joining Bank Rhode Island he was a financial consultant with Citizen's Investment Services. During this time he obtained his Certified Retirement Counselor (CRC) designation form the International Foundation for Retirement Education. Kevin has his BS in marketing from the University of Rhode Island, is currently on the board of his local YMCA. He also serves as Treasurer for the Wickford Art Association and the Wickford Highlands Homeowners Association.
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Alan J. TestaSenior Financial Consultant401-574-1348atesta@bariinvestments.com |
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Alan works closely with clients, listening and asking the right questions to fully understand their financial goals. Once their goals are established, he works together with them to find the best investment, depending on risk tolerance, time frame, and product selection. After investing, at a minimum, they meet on an annual basis to review, monitor and make any necessary adjustments. He currently holds a Series 7 General Securities Representative registration, a Series 66 Uniformed Combine Registered Investment Advisor registration, 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. Prior to joining Bank Rhode Island, Alan was a financial advisor with Morgan Stanley and UBS. He has his BA from University of Rhode Island and resides in North Providence. |
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Dana A. ShermanAssistant Vice 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 BARI 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 reside in Cranston with his wife and daughter.
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Lori ReinhardtInvestment Officer401-574-1587lreinhardt@bariinvestments.com |
As an Investment Officer and Registered Representative, 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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Nicholas CarrFinancial Advisor401-574-1693ncarr@bariinvestments.com |
As a Financial Advisor, Nicholas works with clients to build and deepen relationships and to assess their financial circumstances and deliver strategies that guide them toward their short- and long-term personal finance goals. Nick prides himself on taking a collaborative approach to developing and implementing personalized investment portfolios that reflect each client’s specific needs and goals. Prior to joining BankRI, Nick spent 3 years with Gunness Financial Services as its Communications and New Business Manager, where he was integral to maintaining and developing the firm’s client relationships. A lifelong Rhode Islander who lives in Westerly, he holds a Bachelor’s Degree from Ithaca College.
