Rise North Capital Investment Advisors

Mackenzie Varrialle is a financial advisor at Rise North Capital Investment Advisors with one year of industry experience. She holds a Series 65 credential and has worked with Foundations Investment Advisors and Rise North Capital in various capacities since 2022. Outside of her advisory role, she is involved as a life insurance producer offering insurance and annuity solutions to retail clients. Rise North Capital Investment Advisors provides discretionary asset management primarily through sub-advisors and co-advisors, along with ERISA retirement-plan consulting, financial planning, and public educational workshops. The firm emphasizes a collaborative advisory model and offers a limited-scope ERISA 3(21) fiduciary service that includes participant education and investment policy statement support.

Killian Dowd is a financial advisor at Rise North Capital Investment Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at John Hancock and Bar Harbor Bank and Trust. Outside of advisory work, he is a licensed insurance agent involved in selling life insurance products. Rise North Capital Investment Advisors provides discretionary asset management primarily through sub-advisors and co-advisors, along with ERISA retirement-plan consulting, financial planning, and public educational workshops. The firm emphasizes a model of selecting and overseeing other advisors while maintaining client customization and periodic reviews.

Jacob Ciechon is a financial advisor at Rise North Capital Investment Advisors with three years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors, LLC and Rise North Capital since 2021. Prior to his advisory roles, he worked at GC & Sons Dock Equipment for six years. Rise North Capital Investment Advisors provides discretionary asset management primarily through sub-advisors and co-advisors, offering ERISA retirement-plan consulting, financial planning, and public educational workshops. The firm emphasizes a model of advisor selection and oversight, along with a formal educational workshop program and limited-scope ERISA 3(21) fiduciary services.

James Driscoll is a financial advisor with Rise North Capital Investment Advisors in Braintree, MA, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior work includes roles at Northwestern Mutual, NYLife Securities, Guardian Life Insurance Company, and other financial services firms. Driscoll is also involved in insurance and annuity product sales as part of his business activities. Rise North Capital Investment Advisors offers discretionary asset management primarily through relationships with sub-advisors and co-advisors, along with ERISA retirement-plan consulting, financial planning, and public educational workshops. The firm emphasizes client customization, periodic reviews, and a limited-scope ERISA 3(21) fiduciary offering that includes participant education and investment policy statement support.

Robert Marchewka is a financial advisor with Rise North Capital Investment Advisors, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Foundations Investment Advisors and municipal work with the towns of Belchertown and East Longmeadow. He is also active as an insurance agent specializing in life insurance and annuities. Rise North Capital Investment Advisors provides discretionary asset management primarily through relationships with sub-advisors and co-advisors, along with ERISA retirement-plan consulting, financial planning, and public educational workshops. The firm emphasizes a collaborative advisory model with documented client objectives, customized asset allocations, and a formal educational workshop program.

Kyle Mortimer is a financial advisor at Rise North Capital Investment Advisors with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Foundations Investment Advisors and Rise North Capital. Outside of his advisory role, Mortimer is involved as an ambassador for a debt navigation firm that assists with student loan forgiveness and debt consolidation, and he also sells insurance products, structuring permanent life insurance policies for infinite banking strategies. Rise North Capital Investment Advisors offers discretionary asset management through sub-advisors and co-advisors, along with ERISA retirement-plan consulting, financial planning, and public educational workshops. The firm focuses on selecting and overseeing co-advisors who implement customized investment strategies and provides limited-scope fiduciary services with an emphasis on participant education and investment policy support.

Joanna Martinez is a financial advisor at Rise North Capital Investment Advisors with two years of industry experience and a Series 65 designation. She has worked at Foundations Investment Advisors and Rise North Capital, and is also active as an affiliated insurance agent with National Life Group. Rise North Capital Investment Advisors provides discretionary asset management primarily through sub-advisors and co-advisors, offering ERISA retirement-plan consulting, financial planning, and public educational workshops. The firm focuses on customized asset allocations, regular account reviews, and a limited-scope ERISA 3(21) fiduciary service that includes participant education and investment policy statement support.

Jacob Graff is a ChFC® credentialed financial advisor with three years of industry experience. He is currently affiliated with Rise North Capital Investment Advisors and Foundations Investment Advisors, LLC, and has prior experience at ProIncome. Outside of advisory roles, he is involved as a financial representative offering life insurance and annuities through Rise North Capital. Rise North Capital Investment Advisors provides discretionary asset management primarily through sub-advisors and co-advisors, along with ERISA retirement-plan consulting, financial planning, and public educational workshops. The firm emphasizes a model of advisor selection and oversight, combining fundamental and technical analysis with a distinctive educational workshop program and limited-scope ERISA fiduciary services.

Samuel Graff is a financial advisor at Rise North Capital Investment Advisors with Series 65 registration and no prior industry experience. His background includes roles at EF Education First and Spartan Race Inc. He also works as a financial representative focusing on life insurance and annuities, reviewing clients’ insurance and annuity plans and offering solutions as needed. Rise North Capital Investment Advisors provides discretionary asset management primarily through sub-advisors and co-advisors, along with ERISA retirement-plan consulting, financial planning, and public educational workshops. The firm emphasizes a model of selecting and overseeing other advisors to execute trades and maintain strategies while retaining ultimate authority over client objectives and account reviews.

Brendan Bayron is a financial advisor at Rise North Capital Investment Advisors with four years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Foundations Investment Advisors, LLC, and ESI Financial Advisors. Outside of advisory roles, he is also active as an insurance agent. Rise North Capital Investment Advisors provides discretionary asset management primarily through sub-advisors and co-advisors, offering ERISA retirement-plan consulting, financial planning, and public educational workshops. The firm emphasizes a structured oversight model for advisors and includes a formal educational program and limited-scope ERISA 3(21) fiduciary services.

Christian Roy is a financial advisor at Rise North Capital Investment Advisors with a Series 65 credential and two years of industry experience. He has worked at Foundations Investment Advisors and Rise North Capital and previously held roles outside finance, including at Sal's Pizza and Market Basket. Rise North Capital Investment Advisors provides discretionary asset management primarily through relationships with sub-advisors and co-advisors, along with ERISA retirement-plan consulting, financial planning, and public educational workshops. The firm emphasizes client customization, periodic reviews, and offers a formal educational workshop program as well as a limited-scope ERISA 3(21) fiduciary service.

Ryan Pitard is a financial advisor with Rise North Capital Investment Advisors holding a Series 65 credential and three years of industry experience. His prior work includes roles at Foundations Investment Advisors, National Life Group, Northwestern Mutual, and Fidelity Investments. He is also an independent insurance agent providing life insurance and annuity solutions. Rise North Capital Investment Advisors offers discretionary asset management primarily through sub-advisors and co-advisors, along with ERISA retirement-plan consulting, financial planning, and public educational workshops. The firm emphasizes a structured approach to client objectives and asset allocation, and provides a limited-scope ERISA 3(21) fiduciary service that includes participant education and investment policy statement support.