A complete list of active advisors currently associated with Rise North Capital Investment Advisors

Warmer can help you find a great advisor at Rise North Capital Investment Advisors or one who fits your needs even better.

Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high‑net‑worth clients, and business entities, and also acts as a 3(21) fiduciary for retirement plans. The firm delivers portfolio management through appointed co‑advisors, offers one‑time and ongoing financial planning, and conducts public educational workshops on financial topics. RNCIA’s client work is centered on customized portfolio proposals and ongoing reviews, with the firm designating allocations and selecting model portfolios while co‑advisors execute trades and maintain investment models. The firm documents client objectives, verifies circumstances at least annually, performs quarterly account reviews, and supplements investment services with participant education and group enrollment support for plan sponsors. Distinctive features include a formal co‑advisor/sub‑advisor operating model in which the firm retains discretionary authority but does not directly execute trades, a published program of public educational workshops, and a multi‑tier ongoing planning offering that covers areas such as equity compensation guidance, business succession, and coordination with tax and estate professionals. RNCIA also discloses an affiliated insurance activity and the firm’s policy not to vote client proxies, leaving voting to clients unless assistance is requested.

To learn more about the advisors currently working at Rise North Capital Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Rise North Capital Investment Advisors's office locations.

Name	Location	Years of experience
Jacob Ciechon	Braintree, MA	3
James Driscoll	Braintree, MA	22
Lauren Fakonas	Braintree, MA	4
Jacob Graff	Braintree, MA	3
Kyle La Sella	Nashua, NH	0
Robert Marchewka	Braintree, MA	2
Joanna Martinez	Braintree, MA	2
Ryan Pitard	Braintree, MA	3
Christian Roy	Braintree, MA	2
Derek Sage	Braintree, MA	0
Joseph Stowell IV	Braintree, MA	0

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