WHALEROCK POINT PARTNERS
WhaleRock Point Partners is a financial service firm that provides investment advice, asset allocation strategies & portfolio management.
WHALEROCK POINT PARTNERS
Industry:
Advice Asset Management Financial Services
Founded:
2006-01-01
Address:
Providence, Rhode Island, United States
Country:
United States
Website Url:
http://www.wrpoint.com
Total Employee:
1+
Status:
Active
Contact:
401-228-7799
Email Addresses:
[email protected]
Technology used in webpage:
Viewport Meta SPF SSL By Default Google Font API LetsEncrypt Content Delivery Network Microsoft Exchange Online Organization Schema Office 365 Mail ReCAPTCHA
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Official Site Inspections
http://www.wrpoint.com
- Host name: 198.185.159.144
- IP address: 198.185.159.144
- Location: New York United States
- Latitude: 40.7157
- Longitude: -74
- Metro Code: 501
- Timezone: America/New_York
- Postal: 10013
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Thank you for your submission! We will be sure to get back to you shortly.See details»
Private Client Services — WhaleRock
As an independent advisor, we act as a fiduciary: A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Plain and simply; we are obligated to put our clients’ interests ahead of our own.See details»
Jacalyn R. Reed — WhaleRock - wrpoint.com
Role: Chief Compliance Officer & Retirement Plan Specialist Education: Villanova University Jacalyn joined WhaleRock Point Partners in 2017 as a Retirement Plan Specialist after being with Putnam Investments since 2013. Jacalyn has been …See details»
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