Joe E. Kolb
Profile
Mr. Joe E.
Kolb is a Director-Financial Planning at StrategicPoint Investment Advisors LLC.
He is the former Vice President and co-founder of Star Medical, Inc.
Mr. Kolb has a Certificate in Financial Planning from Bryant University.
He is a graduate of Southern New Hampshire University and holds a BS in Business/Finance.
He holds the RI Life and Health Insurance Producers Licenses, as well as the FINRA Series 65 license.
Former positions of Joe E. Kolb
| Companies | Position | End |
|---|---|---|
Strategic Point Investment Advisors LLC
 Strategic Point Investment Advisors LLC Investment ManagersFinance Strategic Point Investment Advisors LLC (SPIA) is a registered investment advisory firm headquartered in Providence, Rhode Island. The firm was founded by David Brochu in 1989 and is a wholly-owned subsidiary of FI Services Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPIA provides investment advisory services for a variety of clients including individuals and retirement plan sponsors under ERISA. | Portfolio Manager-Equities | 01/09/2012 |
Training of Joe E. Kolb
| Southern New Hampshire University | Graduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Strategic Point Investment Advisors LLC
Strategic Point Investment Advisors LLC Investment ManagersFinance Strategic Point Investment Advisors LLC (SPIA) is a registered investment advisory firm headquartered in Providence, Rhode Island. The firm was founded by David Brochu in 1989 and is a wholly-owned subsidiary of FI Services Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPIA provides investment advisory services for a variety of clients including individuals and retirement plan sponsors under ERISA. | Finance |
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