Parsons Capital Management Inc

Robert Parsons is a financial advisor at Parsons Capital Management Inc with 32 years of industry experience. He has been with Parsons Capital Management since 1993 and holds the Series 63 designation. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across nearly 1,864 accounts for a range of clients including individuals, qualified retirement plans, trusts, endowments, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and trustee services, with portfolios tailored through a combination of fundamental, quantitative, and technical research.

John Trevor is a CFP® and Series 65 credentialed financial advisor with 18 years of industry experience. He has been with Parsons Capital Management, Inc. since 2011. Outside of his advisory role, he serves in several community and nonprofit positions, including treasurer of St. John's Church of Fisher Island, trustee of the Igwe Trust Investment Club, board member of Providence Mutual Fire Insurance Co, chair of the endowment funds board at Central Congregational Church, and a member of the investment committee at St. Andrew's School. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across nearly 1,864 accounts, serving individuals, qualified retirement plans, trusts, endowments, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and trusteeship services, employing a research-driven asset allocation process tailored to each client’s needs.

John Mullen is a Series 65-credentialed financial advisor at Parsons Capital Management Inc with 18 years of industry experience. He has been with Parsons Capital Management since 2008. Outside of his advisory role, he serves on the boards of trustees for Providence Country Day School and the Roger Williams Zoological Society and volunteers with the Wheeler School/Hamilton School Committee. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across diverse client types including individuals, retirement plans, trusts, endowments, foundations, and corporations. The firm offers tailored portfolio management and financial planning services using a research-driven asset allocation process and conducts regular account reviews.

Charles Parsons is a financial advisor at Parsons Capital Management Inc with 11 years of industry experience. He holds a Series 65 designation and has been with Parsons Capital Management since 2016. Outside of his advisory role, he serves as treasurer of the Fishers Island Sportsmen's Club and holds board positions with Education Through Music/CO and the Denver Country Club. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across nearly 1,864 accounts for individuals, retirement plans, trusts, endowments, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and trusteeship services, employing a research-driven asset allocation process tailored to client needs.

Peter Hunt is a Series 65-licensed financial advisor with Parsons Capital Management Inc in Providence, RI, where he has worked since 1994, totaling 30 years of industry experience. He serves as President and Director of Meehan Fund, Inc., and holds trustee and officer roles in several nonprofit organizations, including the Meehan Foundation and the Greensboro Free Library Finance Committee. Parsons Capital Management is an SEC-registered investment adviser managing over $2 billion across various client types, offering tailored portfolio management and financial planning services based on fundamental, quantitative, and technical research.

Edwin Fischer is a Series 65-licensed financial advisor with Parsons Capital Management Inc. in Providence, RI, where he has worked since 1998, accumulating 26 years of industry experience. He serves as the managing member of Halidon House LLC and is president of the Newport Country Club. Parsons Capital Management is an SEC-registered investment adviser managing over $2 billion across a diverse client base, offering tailored portfolio management, financial planning, and consulting services through a multi-advisor team approach.

Ruth Mullen is a Series 65-licensed financial advisor with Parsons Capital Management Inc., where she has worked since 2008. She has 22 years of industry experience. Outside of her advisory role, she serves on the boards of the Providence Children's Museum and Save the Bay, where she chairs the Investment Committee and participates on the Finance Committee, as well as on the Investment Committee of the Providence Art Club. Parsons Capital Management is an SEC-registered investment adviser managing over $2 billion across nearly 1,900 accounts for individuals, retirement plans, trusts, endowments, foundations, and corporate clients. The firm offers tailored portfolio management and financial planning services, utilizing a research-driven asset allocation process and coordinating managed assets with clients’ outside holdings.

John Parsons is a financial advisor at Parsons Capital Management Inc with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Parsons Capital Management since 1994. Outside of his advisory role, he serves on the board of the Fishers Island Utility Company and participates in investment committees for St. Johns Church and the Town of Jupiter Island, as well as acting as a general partner in The Jabco Limited Partnership. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across nearly 1,864 accounts for a diverse client base including individuals, retirement plans, trusts, endowments, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and trustee services, utilizing a research-driven asset allocation process tailored to each client’s needs.

Joan Caine is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Parsons Capital Management Inc since 2020. Prior to joining Parsons, she worked for Washington Trust Investors for ten years. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across a diverse client base, including individuals, retirement plans, trusts, and corporate clients. The firm offers tailored portfolio management and financial planning services, utilizing a combination of fundamental, quantitative, and technical research to inform investment decisions.

Linda Jamison is a Series 65-licensed financial advisor with Parsons Capital Management Inc in Providence, RI, bringing 12 years of industry experience. She has been with Parsons Capital Management since 1999. Outside of her advisory role, she serves as treasurer and secretary of the Taxpayers Association of Jamestown, treasurer for the Jamestown Republican Town Committee and the Leonard for Congress Committee, and chairs the Jamestown Election Integrity & Advisory Board. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across nearly 1,864 accounts for individuals, retirement plans, trusts, endowments, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and trustee services, with portfolios tailored through a combination of fundamental, quantitative, and technical research.

Andrew Snape is a CFP® and holds a Series 66 license, currently with Parsons Capital Management Inc. He has two years of industry experience, including prior roles at Fidelity Investments. Outside of his advisory work, Snape is a partner in a real estate investment business focused on buying and selling individual properties. Parsons Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and other institutional and charitable clients. The firm employs a consultative, tailored investment process using fundamental, quantitative, and technical research to construct diversified portfolios across multiple asset classes.

Stacey Sternberg is a financial advisor at Parsons Capital Management Inc with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Parsons Capital Management since 2007. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across a diverse client base, including individuals, qualified retirement plans, trusts, endowments, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing a research-driven asset allocation process tailored to each client's needs.

David Von Hemert is a CFA® charterholder and holds a Series 65 license, with 26 years of industry experience. He has been with Parsons Capital Management Inc since 1999. Outside of his advisory role, he serves on the board and investment committee of the Rhode Island Philharmonic & Music School. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across nearly 1,864 accounts, serving individuals, retirement plans, trusts, endowments, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and trusteeship services, employing a tailored asset-allocation process informed by fundamental, quantitative, and technical research.

Gregory Lavine is a financial advisor at Parsons Capital Management Inc with 16 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Moors Cabot and Merrill. Lavine serves on the finance committee of Providence Country Day School and the investment committee of Temple Beth-El. Parsons Capital Management provides discretionary investment management, financial planning, and consulting to individuals, retirement plans, trusts, foundations, and other institutional and charitable clients. The firm employs a consultative, tailored investment process that combines fundamental, quantitative, and technical research across various asset classes.