TrinityPoint Wealth
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TrinityPoint Wealth is an independent wealth management and investment advisory firm in Milford, CT. For over 20 years, their firm has been a premier investment firm in Connecticut and beyond. Their dedicated financial advisors have decades of experience serving individuals and families, as well as... Read more
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James A. Betzig
Partner & CEO
James A. Betzig
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Jerilyn Shannon
Chief Compliance Officer
Jana L’Etoile
Partner, Chief Operating Officer
Dana R. Mascalo
Managing Partner
W. Michael Smiley
Managing Partner
Lise Robinson
Partner, Senior Wealth Advisor
Matthew Gallagher
Partner, Head of Business Development
Kevin Guth
Senior Financial Advisor, MD
Eric Passeri
Investment Officer
Cima® Jim Betzig
Partner And CEO
Alisa White (Franz)
Marketing Director
Cindy White
Senior Client Associate
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